WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 298 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,694,922 | +12.9% | 43,827 | +16.8% | 0.00% | – |
| Q2 2023 | $2,387,099 | +59.9% | 37,533 | +55.5% | 0.00% | – |
| Q1 2023 | $1,492,806 | -53.5% | 24,132 | -58.4% | 0.00% | -100.0% |
| Q3 2022 | $3,209,000 | +541.8% | 58,062 | +662.6% | 0.00% | – |
| Q1 2022 | $500,000 | -83.9% | 7,614 | -70.7% | 0.00% | -100.0% |
| Q3 2021 | $3,104,000 | +9.3% | 26,021 | +10.3% | 0.00% | 0.0% |
| Q2 2021 | $2,840,000 | +273.2% | 23,600 | +207.3% | 0.00% | – |
| Q3 2019 | $761,000 | -69.2% | 7,679 | -69.9% | 0.00% | -100.0% |
| Q2 2019 | $2,470,000 | +28.8% | 25,488 | +25.2% | 0.00% | 0.0% |
| Q1 2019 | $1,918,000 | +42.7% | 20,358 | +44.5% | 0.00% | 0.0% |
| Q3 2018 | $1,344,000 | -62.5% | 14,088 | -64.7% | 0.00% | -50.0% |
| Q2 2018 | $3,585,000 | +1263.1% | 39,949 | +1241.9% | 0.00% | – |
| Q1 2018 | $263,000 | -71.6% | 2,977 | -70.4% | 0.00% | -100.0% |
| Q4 2017 | $926,000 | -30.0% | 10,052 | -34.0% | 0.00% | 0.0% |
| Q3 2017 | $1,322,000 | +66.7% | 15,228 | +61.4% | 0.00% | 0.0% |
| Q2 2017 | $793,000 | -80.2% | 9,436 | -80.4% | 0.00% | -75.0% |
| Q1 2017 | $4,001,000 | +95.3% | 48,246 | +81.3% | 0.00% | +100.0% |
| Q3 2016 | $2,049,000 | +58.3% | 26,609 | +38.2% | 0.00% | +100.0% |
| Q3 2015 | $1,294,000 | -33.0% | 19,254 | -27.7% | 0.00% | -50.0% |
| Q2 2015 | $1,930,000 | +139.2% | 26,630 | +144.5% | 0.00% | +100.0% |
| Q4 2014 | $807,000 | – | 10,890 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |