WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,835 | -3.3% | 4,990 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $317,364 | -1.1% | 4,990 | -3.9% | 0.01% | -7.1% |
| Q1 2023 | $321,053 | -0.1% | 5,190 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $321,520 | +12.0% | 5,190 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $287,000 | -8.3% | 5,190 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $313,000 | -10.1% | 5,302 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $348,000 | +1.5% | 5,302 | +2.2% | 0.01% | +7.7% |
| Q4 2021 | $343,000 | -15.9% | 5,190 | +51.8% | 0.01% | -23.5% |
| Q3 2021 | $408,000 | -0.7% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $411,000 | +4.8% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $392,000 | +6.5% | 3,420 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $368,000 | +10.8% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $332,000 | +4.4% | 3,420 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $318,000 | +14.8% | 3,420 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $277,000 | -23.5% | 3,420 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $362,000 | +6.8% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $339,000 | -26.0% | 3,420 | -27.6% | 0.02% | -28.0% |
| Q2 2019 | $458,000 | – | 4,725 | – | 0.02% | – |
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% |