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 | $15,071,108 | +8.2% | 245,099 | +11.9% | 0.10% | -2.1% |
| Q2 2023 | $13,925,007 | +18.3% | 218,947 | +15.1% | 0.10% | +11.5% |
| Q1 2023 | $11,771,784 | +1.3% | 190,297 | +1.4% | 0.09% | -7.4% |
| Q4 2022 | $11,625,560 | +22.5% | 187,660 | +9.3% | 0.09% | -20.3% |
| Q3 2022 | $9,488,000 | -1.4% | 171,704 | +5.4% | 0.12% | -4.1% |
| Q2 2022 | $9,623,000 | -3.7% | 162,838 | +7.1% | 0.12% | +1.7% |
| Q1 2022 | $9,995,000 | +3.1% | 152,091 | +3.6% | 0.12% | +1.7% |
| Q4 2021 | $9,695,000 | +12.7% | 146,809 | +103.6% | 0.12% | +2.6% |
| Q3 2021 | $8,604,000 | +7.1% | 72,123 | +8.0% | 0.12% | +2.7% |
| Q2 2021 | $8,032,000 | +60.2% | 66,757 | +52.7% | 0.11% | +6.6% |
| Q1 2021 | $5,015,000 | +11.8% | 43,730 | +4.8% | 0.11% | +1.9% |
| Q4 2020 | $4,484,000 | +10.7% | 41,708 | -0.1% | 0.10% | -1.0% |
| Q3 2020 | $4,051,000 | -8.2% | 41,748 | -12.1% | 0.10% | -11.0% |
| Q2 2020 | $4,414,000 | +19.4% | 47,518 | +4.0% | 0.12% | -3.3% |
| Q1 2020 | $3,698,000 | -15.2% | 45,685 | +10.9% | 0.12% | +4.3% |
| Q4 2019 | $4,363,000 | +24.6% | 41,191 | +16.5% | 0.12% | +10.4% |
| Q3 2019 | $3,502,000 | +14.6% | 35,355 | +12.2% | 0.11% | +12.8% |
| Q2 2019 | $3,056,000 | +9.6% | 31,505 | +6.4% | 0.09% | +3.3% |
| Q1 2019 | $2,789,000 | +228.9% | 29,610 | +194.6% | 0.09% | +175.8% |
| Q4 2018 | $848,000 | +2.0% | 10,050 | +15.5% | 0.03% | +13.8% |
| Q3 2018 | $831,000 | +11.1% | 8,701 | +3.0% | 0.03% | -12.1% |
| Q1 2018 | $748,000 | -13.6% | 8,449 | -10.3% | 0.03% | -8.3% |
| Q4 2017 | $866,000 | +13.9% | 9,419 | +7.5% | 0.04% | +2.9% |
| Q3 2017 | $760,000 | +2.2% | 8,764 | -0.7% | 0.04% | 0.0% |
| Q2 2017 | $744,000 | -1.7% | 8,828 | -3.2% | 0.04% | -2.8% |
| Q1 2017 | $757,000 | -2.7% | 9,118 | -6.4% | 0.04% | -10.0% |
| Q4 2016 | $778,000 | -17.6% | 9,745 | -20.5% | 0.04% | +11.1% |
| Q3 2016 | $944,000 | -6.0% | 12,264 | -7.4% | 0.04% | -37.9% |
| Q2 2016 | $1,004,000 | -9.2% | 13,244 | -12.2% | 0.06% | -15.9% |
| Q1 2016 | $1,106,000 | -59.2% | 15,089 | -60.5% | 0.07% | -60.1% |
| Q4 2015 | $2,710,000 | +9.3% | 38,222 | +3.7% | 0.17% | +2.4% |
| Q3 2015 | $2,480,000 | -16.1% | 36,845 | -8.6% | 0.17% | -10.6% |
| Q2 2015 | $2,956,000 | 0.0% | 40,295 | 0.0% | 0.19% | -0.5% |
| Q1 2015 | $2,956,000 | +3.6% | 40,295 | +4.8% | 0.19% | -5.9% |
| Q4 2014 | $2,852,000 | +14.2% | 38,459 | +9.6% | 0.20% | +18.8% |
| Q3 2014 | $2,497,000 | -11.5% | 35,098 | -11.9% | 0.17% | -8.1% |
| Q2 2014 | $2,820,000 | +7.4% | 39,843 | +2.6% | 0.18% | -1.6% |
| Q1 2014 | $2,625,000 | +6.4% | 38,830 | +4.8% | 0.19% | 0.0% |
| Q4 2013 | $2,467,000 | +42.8% | 37,057 | +31.3% | 0.19% | +25.3% |
| Q3 2013 | $1,728,000 | +25.9% | 28,223 | +23.3% | 0.15% | +10.3% |
| Q2 2013 | $1,372,000 | +2.3% | 22,884 | +0.5% | 0.14% | 0.0% |
| Q1 2013 | $1,341,000 | – | 22,770 | – | 0.14% | – |
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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% |