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 | $4,456,921 | -10.6% | 72,482 | -7.5% | 0.06% | -3.4% |
| Q2 2023 | $4,985,858 | -51.3% | 78,394 | -50.9% | 0.06% | +5.5% |
| Q1 2023 | $10,240,587 | +105.8% | 159,598 | +98.7% | 0.06% | -15.4% |
| Q4 2022 | $4,974,837 | +12.1% | 80,304 | 0.0% | 0.06% | +6.6% |
| Q3 2022 | $4,438,000 | -7.2% | 80,304 | -0.7% | 0.06% | +1.7% |
| Q2 2022 | $4,781,000 | -10.4% | 80,904 | -0.4% | 0.06% | +11.1% |
| Q1 2022 | $5,337,000 | -0.5% | 81,204 | 0.0% | 0.05% | +10.2% |
| Q4 2021 | $5,363,000 | +10.6% | 81,204 | +99.8% | 0.05% | 0.0% |
| Q3 2021 | $4,849,000 | -0.8% | 40,652 | +0.1% | 0.05% | -3.9% |
| Q2 2021 | $4,888,000 | -3.9% | 40,622 | -8.4% | 0.05% | -15.0% |
| Q1 2021 | $5,088,000 | +5.2% | 44,363 | -1.4% | 0.06% | -6.2% |
| Q4 2020 | $4,837,000 | +8.6% | 44,993 | -2.0% | 0.06% | 0.0% |
| Q3 2020 | $4,453,000 | -12.6% | 45,892 | -16.4% | 0.06% | -22.0% |
| Q2 2020 | $5,097,000 | +6.7% | 54,872 | -7.0% | 0.08% | -12.8% |
| Q1 2020 | $4,778,000 | -27.2% | 59,032 | -4.7% | 0.09% | -6.0% |
| Q4 2019 | $6,561,000 | -0.3% | 61,937 | -6.7% | 0.10% | -8.3% |
| Q3 2019 | $6,580,000 | -0.7% | 66,415 | -2.9% | 0.11% | -6.0% |
| Q2 2019 | $6,627,000 | +2.2% | 68,389 | -0.7% | 0.12% | -7.2% |
| Q1 2019 | $6,487,000 | +10.9% | 68,845 | -0.6% | 0.12% | -1.6% |
| Q4 2018 | $5,848,000 | -11.3% | 69,246 | +0.2% | 0.13% | +2.4% |
| Q3 2018 | $6,591,000 | +6.1% | 69,085 | -0.2% | 0.12% | +1.6% |
| Q2 2018 | $6,212,000 | -5.9% | 69,214 | -3.4% | 0.12% | -4.7% |
| Q4 2017 | $6,603,000 | +3.4% | 71,682 | -2.5% | 0.13% | -0.8% |
| Q3 2017 | $6,387,000 | +1.2% | 73,547 | -2.0% | 0.13% | +4.9% |
| Q2 2017 | $6,313,000 | +2.6% | 75,078 | +1.2% | 0.12% | +2.5% |
| Q1 2017 | $6,153,000 | -4.1% | 74,207 | -7.6% | 0.12% | +11.1% |
| Q4 2016 | $6,413,000 | -10.3% | 80,302 | -13.6% | 0.11% | -3.6% |
| Q3 2016 | $7,153,000 | -4.1% | 92,933 | -5.5% | 0.11% | -9.7% |
| Q2 2016 | $7,459,000 | +1.1% | 98,393 | -2.1% | 0.12% | +3.3% |
| Q1 2016 | $7,381,000 | +3.1% | 100,540 | -0.0% | 0.12% | +0.8% |
| Q4 2015 | $7,156,000 | +4.1% | 100,585 | -1.6% | 0.12% | -4.0% |
| Q3 2015 | $6,876,000 | -16.4% | 102,265 | -9.9% | 0.12% | -8.1% |
| Q2 2015 | $8,228,000 | -0.5% | 113,485 | +0.6% | 0.14% | +7.1% |
| Q1 2015 | $8,268,000 | -0.5% | 112,800 | +0.7% | 0.13% | +1.6% |
| Q4 2014 | $8,306,000 | +4.4% | 111,995 | +0.2% | 0.12% | +13.8% |
| Q3 2014 | $7,958,000 | +1.3% | 111,815 | +0.8% | 0.11% | -0.9% |
| Q2 2014 | $7,857,000 | +4.4% | 110,965 | -0.2% | 0.11% | +2.8% |
| Q1 2014 | $7,523,000 | +2.0% | 111,210 | +0.3% | 0.11% | +3.9% |
| Q4 2013 | $7,378,000 | +6.1% | 110,885 | -2.4% | 0.10% | -2.8% |
| Q3 2013 | $6,953,000 | +1.8% | 113,595 | -0.4% | 0.11% | +9.3% |
| Q2 2013 | $6,828,000 | – | 114,065 | – | 0.10% | – |
Download | ||||||
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% |