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 | $400 | -37.1% | 6,500 | -35.0% | 0.03% | -35.7% |
| Q2 2023 | $636 | +2.7% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2023 | $619 | 0.0% | 10,000 | 0.0% | 0.04% | -4.4% |
| Q4 2022 | $619 | -99.9% | 10,000 | 0.0% | 0.04% | +4.7% |
| Q3 2022 | $553,000 | -6.4% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $591,000 | -10.0% | 10,000 | 0.0% | 0.04% | +10.0% |
| Q1 2022 | $657,000 | -0.5% | 10,000 | 0.0% | 0.04% | +8.1% |
| Q4 2021 | $660,000 | +10.7% | 10,000 | +100.0% | 0.04% | +2.8% |
| Q3 2021 | $596,000 | -1.0% | 5,000 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $602,000 | -25.0% | 5,000 | -28.6% | 0.04% | -31.5% |
| Q1 2021 | $803,000 | +6.8% | 7,000 | 0.0% | 0.05% | +5.9% |
| Q4 2020 | $752,000 | +10.8% | 7,000 | 0.0% | 0.05% | -1.9% |
| Q3 2020 | $679,000 | +4.5% | 7,000 | 0.0% | 0.05% | -8.8% |
| Q2 2020 | $650,000 | +14.6% | 7,000 | 0.0% | 0.06% | -12.3% |
| Q1 2020 | $567,000 | -23.6% | 7,000 | 0.0% | 0.06% | -9.7% |
| Q4 2019 | $742,000 | +7.1% | 7,000 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $693,000 | +2.2% | 7,000 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $678,000 | +2.7% | 7,000 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $660,000 | – | 7,000 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |