WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 305 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,809,082 | -9.9% | 66,104 | -10.5% | 0.02% | -25.0% |
Q1 2024 | $5,334,827 | +2.4% | 73,900 | -5.9% | 0.02% | +11.1% |
Q4 2023 | $5,211,560 | +6.7% | 78,511 | -1.2% | 0.02% | -5.3% |
Q3 2023 | $4,885,211 | -5.1% | 79,447 | -1.8% | 0.02% | -5.0% |
Q2 2023 | $5,147,426 | +1.7% | 80,934 | -1.1% | 0.02% | -9.1% |
Q1 2023 | $5,061,638 | -16.7% | 81,824 | -16.6% | 0.02% | -29.0% |
Q4 2022 | $6,079,160 | +6.9% | 98,130 | -4.7% | 0.03% | -6.1% |
Q3 2022 | $5,688,000 | -8.0% | 102,940 | -1.6% | 0.03% | -17.5% |
Q2 2022 | $6,181,000 | -4.4% | 104,584 | +6.3% | 0.04% | -4.8% |
Q1 2022 | $6,464,000 | -9.7% | 98,358 | -9.3% | 0.04% | -14.3% |
Q4 2021 | $7,158,000 | +10.7% | 108,385 | +100.0% | 0.05% | -9.3% |
Q3 2021 | $6,465,000 | -3.7% | 54,196 | -2.8% | 0.05% | -14.3% |
Q2 2021 | $6,711,000 | +6.9% | 55,774 | +1.9% | 0.06% | -7.4% |
Q1 2021 | $6,275,000 | +410.2% | 54,718 | +378.3% | 0.07% | +325.0% |
Q4 2020 | $1,230,000 | +73.2% | 11,441 | +56.6% | 0.02% | +33.3% |
Q3 2020 | $710,000 | -33.0% | 7,305 | -35.9% | 0.01% | -29.4% |
Q2 2020 | $1,059,000 | +37.7% | 11,405 | +14.9% | 0.02% | 0.0% |
Q1 2020 | $769,000 | -29.3% | 9,927 | -2.8% | 0.02% | 0.0% |
Q4 2019 | $1,088,000 | +7.5% | 10,218 | +0.0% | 0.02% | -52.8% |
Q3 2019 | $1,012,000 | +2.2% | 10,216 | 0.0% | 0.04% | -2.7% |
Q2 2019 | $990,000 | +0.9% | 10,216 | -1.9% | 0.04% | -7.5% |
Q1 2019 | $981,000 | +3403.6% | 10,416 | +3027.9% | 0.04% | +1900.0% |
Q4 2018 | $28,000 | -12.5% | 333 | 0.0% | 0.00% | +100.0% |
Q3 2018 | $32,000 | +6.7% | 333 | 0.0% | 0.00% | -50.0% |
Q2 2018 | $30,000 | +76.5% | 333 | +69.9% | 0.00% | +100.0% |
Q1 2018 | $17,000 | -5.6% | 196 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $18,000 | -48.6% | 196 | -50.0% | 0.00% | 0.0% |
Q3 2017 | $35,000 | – | 392 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |