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 | $1,348,906 | -9.2% | 21,937 | -6.1% | 0.02% | -11.1% |
| Q2 2023 | $1,485,378 | -7.4% | 23,355 | -10.0% | 0.03% | -10.0% |
| Q1 2023 | $1,604,834 | +4.3% | 25,943 | +4.4% | 0.03% | -6.2% |
| Q4 2022 | $1,539,396 | +12.3% | 24,849 | +0.2% | 0.03% | +6.7% |
| Q3 2022 | $1,371,000 | -19.7% | 24,807 | -14.1% | 0.03% | -16.7% |
| Q2 2022 | $1,707,000 | -6.9% | 28,878 | +3.6% | 0.04% | +12.5% |
| Q1 2022 | $1,833,000 | -1.9% | 27,887 | -1.4% | 0.03% | -3.0% |
| Q4 2021 | $1,868,000 | +2.9% | 28,282 | +85.9% | 0.03% | 0.0% |
| Q3 2021 | $1,815,000 | -1.1% | 15,213 | -0.3% | 0.03% | -5.7% |
| Q2 2021 | $1,836,000 | +4.2% | 15,256 | -0.7% | 0.04% | -10.3% |
| Q1 2021 | $1,762,000 | +22.8% | 15,366 | +15.1% | 0.04% | +11.4% |
| Q4 2020 | $1,435,000 | +322.1% | 13,350 | +188.0% | 0.04% | -10.3% |
| Q1 2016 | $340,000 | -30.8% | 4,635 | -36.2% | 0.04% | -22.0% |
| Q1 2014 | $491,000 | -84.8% | 7,260 | -85.0% | 0.05% | -84.4% |
| Q4 2013 | $3,227,000 | +9.0% | 48,503 | +0.3% | 0.32% | +4.2% |
| Q3 2013 | $2,960,000 | -6.3% | 48,359 | -8.5% | 0.31% | -20.0% |
| Q2 2013 | $3,160,000 | – | 52,837 | – | 0.38% | – |
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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% |