WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,000 | +66.7% | 1,000 | -9.1% | 0.00% | – |
| Q2 2022 | $6,000 | +200.0% | 1,100 | +10.0% | 0.00% | – |
| Q1 2022 | $2,000 | – | 1,000 | +150.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 400 | -66.7% | 0.00% | -100.0% |
| Q3 2021 | $107,000 | +33.8% | 1,200 | +20.1% | 0.01% | +25.0% |
| Q1 2020 | $80,000 | -71.9% | 999 | -63.0% | 0.00% | -76.5% |
| Q4 2019 | $285,000 | – | 2,699 | +799.7% | 0.02% | – |
| Q1 2019 | $0 | -100.0% | 300 | -57.1% | 0.00% | -100.0% |
| Q1 2018 | $18,000 | -21.7% | 700 | +133.3% | 0.00% | 0.0% |
| Q4 2016 | $23,000 | 0.0% | 300 | -50.0% | 0.00% | 0.0% |
| Q3 2016 | $23,000 | +2200.0% | 600 | +100.0% | 0.00% | – |
| Q1 2016 | $1,000 | – | 300 | – | 0.00% | – |
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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% |