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 | $275,765 | -12.8% | 4,485 | -9.8% | 0.00% | 0.0% |
| Q2 2023 | $316,391 | +2.8% | 4,975 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $307,735 | -0.1% | 4,975 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $308,183 | -21.4% | 4,975 | -29.8% | 0.00% | 0.0% |
| Q3 2022 | $392,000 | +29.4% | 7,087 | +38.2% | 0.00% | 0.0% |
| Q2 2022 | $303,000 | -14.9% | 5,127 | -5.4% | 0.00% | 0.0% |
| Q1 2022 | $356,000 | -19.1% | 5,417 | -18.7% | 0.00% | 0.0% |
| Q4 2021 | $440,000 | -8.5% | 6,659 | +65.2% | 0.00% | 0.0% |
| Q3 2021 | $481,000 | -0.8% | 4,031 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $485,000 | -15.9% | 4,031 | -19.9% | 0.00% | -33.3% |
| Q1 2021 | $577,000 | -17.2% | 5,031 | -22.3% | 0.00% | -25.0% |
| Q4 2020 | $697,000 | -78.4% | 6,479 | -80.5% | 0.00% | -81.0% |
| Q3 2020 | $3,220,000 | +6.8% | 33,179 | +2.2% | 0.02% | -4.5% |
| Q2 2020 | $3,014,000 | +11.9% | 32,453 | -2.5% | 0.02% | 0.0% |
| Q1 2020 | $2,694,000 | -26.0% | 33,284 | -3.2% | 0.02% | -8.3% |
| Q4 2019 | $3,643,000 | +6.7% | 34,387 | -0.2% | 0.02% | 0.0% |
| Q3 2019 | $3,415,000 | +2.7% | 34,466 | +0.5% | 0.02% | +9.1% |
| Q2 2019 | $3,324,000 | +13.6% | 34,308 | +10.4% | 0.02% | +4.8% |
| Q1 2019 | $2,927,000 | +9.9% | 31,070 | -1.5% | 0.02% | 0.0% |
| Q4 2018 | $2,663,000 | -19.3% | 31,528 | -8.8% | 0.02% | -8.7% |
| Q3 2018 | $3,299,000 | +7.2% | 34,580 | +0.8% | 0.02% | 0.0% |
| Q2 2018 | $3,078,000 | -0.3% | 34,298 | -1.6% | 0.02% | -4.2% |
| Q1 2018 | $3,086,000 | -4.9% | 34,872 | -1.0% | 0.02% | -7.7% |
| Q4 2017 | $3,246,000 | +5.9% | 35,237 | -0.2% | 0.03% | 0.0% |
| Q3 2017 | $3,066,000 | -0.7% | 35,306 | -3.8% | 0.03% | -7.1% |
| Q2 2017 | $3,087,000 | -0.3% | 36,710 | -1.7% | 0.03% | -3.4% |
| Q1 2017 | $3,096,000 | +3.6% | 37,335 | -0.2% | 0.03% | 0.0% |
| Q4 2016 | $2,989,000 | -1.8% | 37,408 | -5.4% | 0.03% | -3.3% |
| Q3 2016 | $3,045,000 | -1.4% | 39,556 | -2.7% | 0.03% | -3.2% |
| Q2 2016 | $3,089,000 | +1.1% | 40,639 | -2.4% | 0.03% | -8.8% |
| Q1 2016 | $3,055,000 | -24.9% | 41,619 | -27.2% | 0.03% | -27.7% |
| Q4 2015 | $4,068,000 | +1.7% | 57,184 | -3.8% | 0.05% | -2.1% |
| Q3 2015 | $4,000,000 | +36.0% | 59,433 | +46.5% | 0.05% | +41.2% |
| Q2 2015 | $2,941,000 | -0.9% | 40,567 | +1.5% | 0.03% | -5.6% |
| Q1 2015 | $2,969,000 | -55.6% | 39,966 | -55.7% | 0.04% | -28.0% |
| Q4 2014 | $6,692,000 | -18.6% | 90,232 | -21.9% | 0.05% | -65.0% |
| Q3 2014 | $8,226,000 | -9.9% | 115,579 | -10.4% | 0.14% | -15.4% |
| Q2 2014 | $9,131,000 | -4.4% | 128,958 | -8.7% | 0.17% | -17.2% |
| Q1 2014 | $9,556,000 | +23.3% | 141,263 | +11.6% | 0.20% | -17.4% |
| Q3 2013 | $7,749,000 | -10.0% | 126,590 | -12.0% | 0.25% | +7.9% |
| Q2 2013 | $8,609,000 | – | 143,934 | – | 0.23% | – |
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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% |