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 | $73 | -2.7% | 1,188 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $75 | +2.7% | 1,186 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $73 | -2.7% | 1,184 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $75 | -99.9% | 1,215 | -2.3% | 0.00% | 0.0% |
| Q3 2022 | $69,000 | -5.5% | 1,243 | +0.2% | 0.00% | -25.0% |
| Q2 2022 | $73,000 | -9.9% | 1,240 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $81,000 | -1.2% | 1,238 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $82,000 | +10.8% | 1,237 | +100.5% | 0.00% | 0.0% |
| Q3 2021 | $74,000 | 0.0% | 617 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $74,000 | +4.2% | 617 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $71,000 | +7.6% | 616 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $66,000 | +10.0% | 615 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $60,000 | -18.9% | 613 | -23.0% | 0.00% | -20.0% |
| Q2 2020 | $74,000 | +13.8% | 796 | -0.5% | 0.01% | -16.7% |
| Q1 2020 | $65,000 | -35.6% | 800 | -16.1% | 0.01% | -14.3% |
| Q4 2019 | $101,000 | +68.3% | 954 | +56.7% | 0.01% | +40.0% |
| Q3 2019 | $60,000 | +11.1% | 609 | +9.5% | 0.01% | 0.0% |
| Q2 2019 | $54,000 | +3.8% | 556 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $52,000 | -5.5% | 555 | -15.4% | 0.01% | -16.7% |
| Q4 2018 | $55,000 | -11.3% | 656 | +0.3% | 0.01% | 0.0% |
| Q3 2018 | $62,000 | +5.1% | 654 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $59,000 | +1.7% | 654 | +0.2% | 0.01% | 0.0% |
| Q1 2018 | $58,000 | -3.3% | 653 | +0.2% | 0.01% | 0.0% |
| Q4 2017 | $60,000 | +5.3% | 652 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $57,000 | +3.6% | 652 | +0.2% | 0.01% | 0.0% |
| Q2 2017 | $55,000 | +1.9% | 651 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $54,000 | +50.0% | 651 | +44.7% | 0.01% | +33.3% |
| Q4 2016 | $36,000 | +2.9% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $35,000 | +2.9% | 450 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $34,000 | +3.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $33,000 | +3.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $32,000 | +6.7% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $30,000 | -9.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $33,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $33,000 | 0.0% | 450 | 0.0% | 0.01% | -12.5% |
| Q4 2014 | $33,000 | +3.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $32,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $32,000 | +6.7% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $30,000 | 0.0% | 450 | 0.0% | 0.01% | -20.0% |
| Q4 2013 | $30,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $28,000 | – | 450 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 537,629 | $35,505,000 | 10.22% |
| ShoreHaven Wealth Partners, LLC | 222,384 | $14,686,000 | 7.28% |
| IAG Wealth Partners, LLC | 306,042 | $20,211,000 | 6.48% |
| Meridian Financial Partners LLC | 147,416 | $9,557,000 | 6.47% |
| FIDELIS iM, LLC | 135,546 | $8,952,000 | 5.11% |
| WADE G W & INC | 1,386,365 | $91,556,000 | 3.97% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 46,603 | $3,078,000 | 2.78% |
| Traverso Chambers Private Wealth Management, LLC | 136,520 | $9,016,000 | 2.67% |
| MOLLER WEALTH PARTNERS | 107,989 | $7,132,000 | 2.28% |
| Key FInancial Inc | 68,716 | $4,538,000 | 2.27% |