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 | $33,217,085 | -10.3% | 540,203 | -7.3% | 0.06% | -7.7% |
| Q2 2023 | $37,047,276 | +4.2% | 582,504 | +1.3% | 0.06% | -3.0% |
| Q1 2023 | $35,555,050 | -0.9% | 574,766 | -0.8% | 0.07% | -6.9% |
| Q4 2022 | $35,877,758 | +17.5% | 579,146 | +4.8% | 0.07% | +5.9% |
| Q3 2022 | $30,532,000 | -5.6% | 552,518 | +1.0% | 0.07% | -2.9% |
| Q2 2022 | $32,333,000 | -13.3% | 547,091 | -3.6% | 0.07% | 0.0% |
| Q1 2022 | $37,306,000 | -0.2% | 567,654 | +0.2% | 0.07% | 0.0% |
| Q4 2021 | $37,395,000 | +13.7% | 566,255 | +105.4% | 0.07% | +4.5% |
| Q3 2021 | $32,891,000 | +0.5% | 275,724 | +1.4% | 0.07% | 0.0% |
| Q2 2021 | $32,712,000 | -7.5% | 271,882 | -11.9% | 0.07% | -16.2% |
| Q1 2021 | $35,374,000 | -14.7% | 308,463 | -20.1% | 0.08% | -23.1% |
| Q4 2020 | $41,492,000 | -16.3% | 385,980 | -24.5% | 0.10% | -26.8% |
| Q3 2020 | $49,593,000 | +22.7% | 511,065 | +17.4% | 0.14% | +10.9% |
| Q2 2020 | $40,421,000 | +13.7% | 435,202 | -0.9% | 0.13% | -17.4% |
| Q1 2020 | $35,561,000 | +9.1% | 439,353 | +42.8% | 0.16% | +49.0% |
| Q4 2019 | $32,583,000 | +5.4% | 307,588 | -1.5% | 0.10% | -7.1% |
| Q3 2019 | $30,922,000 | +3.5% | 312,121 | +1.3% | 0.11% | -2.6% |
| Q2 2019 | $29,866,000 | +28.7% | 308,217 | +25.1% | 0.12% | +19.8% |
| Q1 2019 | $23,209,000 | +13.6% | 246,325 | +1.8% | 0.10% | -11.1% |
| Q4 2018 | $20,433,000 | -12.2% | 241,950 | -0.8% | 0.11% | +2.9% |
| Q3 2018 | $23,259,000 | +2.5% | 243,784 | -3.6% | 0.10% | -8.7% |
| Q2 2018 | $22,686,000 | +4.4% | 252,766 | +2.9% | 0.12% | -8.0% |
| Q1 2018 | $21,726,000 | -10.0% | 245,524 | -6.4% | 0.12% | -17.2% |
| Q4 2017 | $24,152,000 | +1.6% | 262,178 | -4.2% | 0.15% | -0.7% |
| Q3 2017 | $23,767,000 | +5.1% | 273,686 | +1.8% | 0.15% | -2.6% |
| Q2 2017 | $22,605,000 | +3.3% | 268,858 | +1.9% | 0.16% | -6.6% |
| Q1 2017 | $21,885,000 | +10.2% | 263,903 | +6.2% | 0.17% | 0.0% |
| Q4 2016 | $19,858,000 | +3.5% | 248,537 | -0.3% | 0.17% | -2.3% |
| Q3 2016 | $19,185,000 | -1.5% | 249,190 | -3.0% | 0.17% | -9.0% |
| Q2 2016 | $19,471,000 | +1.0% | 257,000 | -2.1% | 0.19% | -15.3% |
| Q1 2016 | $19,278,000 | -1.4% | 262,646 | -4.4% | 0.22% | -3.1% |
| Q4 2015 | $19,552,000 | +21.4% | 274,831 | +14.8% | 0.23% | -14.9% |
| Q3 2015 | $16,105,000 | +490.4% | 239,298 | +535.9% | 0.27% | +37.9% |
| Q2 2015 | $2,728,000 | -63.8% | 37,633 | -63.4% | 0.20% | -47.0% |
| Q1 2015 | $7,544,000 | -8.9% | 102,916 | -7.8% | 0.37% | -14.2% |
| Q4 2014 | $8,282,000 | +34.3% | 111,678 | +28.9% | 0.43% | +28.4% |
| Q3 2014 | $6,167,000 | +3.1% | 86,651 | +2.6% | 0.33% | -5.9% |
| Q2 2014 | $5,980,000 | +5.1% | 84,458 | +0.4% | 0.36% | +6.0% |
| Q1 2014 | $5,689,000 | -0.1% | 84,091 | -1.8% | 0.34% | -4.3% |
| Q4 2013 | $5,696,000 | +13.3% | 85,608 | +4.2% | 0.35% | +5.1% |
| Q3 2013 | $5,027,000 | -68.1% | 82,133 | -68.8% | 0.33% | -27.8% |
| Q2 2013 | $15,751,000 | – | 263,350 | – | 0.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |