WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,757,962 | -37.7% | 61,115 | -35.6% | 0.00% | 0.0% |
| Q2 2023 | $6,035,449 | +111.0% | 94,897 | +105.2% | 0.00% | – |
| Q1 2023 | $2,860,654 | +23.0% | 46,244 | +23.2% | 0.00% | – |
| Q4 2022 | $2,325,727 | +261.1% | 37,542 | +222.1% | 0.00% | – |
| Q3 2022 | $644,000 | -37.7% | 11,655 | -33.3% | 0.00% | – |
| Q2 2022 | $1,033,000 | -11.6% | 17,479 | -1.7% | 0.00% | – |
| Q1 2022 | $1,169,000 | -28.5% | 17,783 | -28.1% | 0.00% | – |
| Q4 2021 | $1,634,000 | -69.7% | 24,726 | -45.4% | 0.00% | -100.0% |
| Q3 2021 | $5,401,000 | +12.1% | 45,276 | +13.0% | 0.00% | 0.0% |
| Q2 2021 | $4,820,000 | -66.7% | 40,063 | -68.2% | 0.00% | -50.0% |
| Q1 2021 | $14,456,000 | -51.8% | 126,048 | -54.8% | 0.00% | 0.0% |
| Q4 2020 | $29,994,000 | +702.2% | 279,016 | +624.2% | 0.00% | – |
| Q3 2020 | $3,739,000 | -2.1% | 38,527 | -6.3% | 0.00% | -100.0% |
| Q2 2020 | $3,820,000 | +42.4% | 41,130 | +62.5% | 0.00% | 0.0% |
| Q4 2019 | $2,682,000 | +383.2% | 25,314 | +352.4% | 0.00% | – |
| Q3 2019 | $555,000 | -95.4% | 5,596 | -95.5% | 0.00% | -100.0% |
| Q2 2019 | $12,029,000 | +324.8% | 124,128 | +313.0% | 0.00% | 0.0% |
| Q1 2019 | $2,832,000 | +1136.7% | 30,054 | +1152.2% | 0.00% | – |
| Q3 2018 | $229,000 | -88.8% | 2,400 | -89.4% | 0.00% | -100.0% |
| Q2 2018 | $2,039,000 | -10.1% | 22,720 | -11.3% | 0.00% | 0.0% |
| Q1 2018 | $2,267,000 | +52.7% | 25,619 | +58.9% | 0.00% | 0.0% |
| Q4 2017 | $1,485,000 | -48.1% | 16,125 | -51.1% | 0.00% | 0.0% |
| Q3 2017 | $2,862,000 | -9.1% | 32,946 | -12.0% | 0.00% | -50.0% |
| Q2 2017 | $3,148,000 | +52.9% | 37,444 | +50.8% | 0.00% | +100.0% |
| Q1 2017 | $2,059,000 | -25.1% | 24,825 | -27.9% | 0.00% | 0.0% |
| Q4 2016 | $2,750,000 | +434.0% | 34,417 | +413.7% | 0.00% | – |
| Q3 2016 | $515,000 | -89.2% | 6,700 | -89.4% | 0.00% | -100.0% |
| Q2 2016 | $4,788,000 | +109.5% | 63,191 | +103.0% | 0.00% | +100.0% |
| Q1 2016 | $2,285,000 | +176.3% | 31,134 | +168.0% | 0.00% | – |
| Q4 2015 | $827,000 | +94.6% | 11,618 | +83.6% | 0.00% | – |
| Q3 2015 | $425,000 | -17.8% | 6,328 | -11.2% | 0.00% | – |
| Q2 2015 | $517,000 | -88.9% | 7,130 | -88.8% | 0.00% | -100.0% |
| Q1 2015 | $4,646,000 | -4.7% | 63,390 | -3.6% | 0.00% | 0.0% |
| Q4 2014 | $4,873,000 | -18.3% | 65,749 | -21.6% | 0.00% | 0.0% |
| Q3 2014 | $5,966,000 | +581.1% | 83,830 | +577.1% | 0.00% | – |
| Q2 2014 | $876,000 | -37.9% | 12,381 | -41.5% | 0.00% | -100.0% |
| Q4 2013 | $1,410,000 | +43.3% | 21,164 | +31.7% | 0.00% | 0.0% |
| Q3 2013 | $984,000 | -71.2% | 16,070 | -71.9% | 0.00% | -50.0% |
| Q2 2013 | $3,420,000 | – | 57,107 | – | 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% |