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 | $1,683,921 | -8.2% | 27,981 | -1.3% | 0.09% | -4.2% |
| Q2 2023 | $1,835,205 | +3.6% | 28,339 | +0.5% | 0.10% | -7.8% |
| Q1 2023 | $1,770,968 | -1.3% | 28,205 | +0.4% | 0.10% | -6.4% |
| Q4 2022 | $1,793,600 | +6.6% | 28,100 | +2.2% | 0.11% | -8.3% |
| Q3 2022 | $1,683,000 | -6.9% | 27,499 | -5.2% | 0.12% | -8.4% |
| Q2 2022 | $1,808,000 | +3.7% | 29,022 | +2.3% | 0.13% | -1.5% |
| Q1 2022 | $1,744,000 | -0.3% | 28,377 | +3.9% | 0.13% | +7.3% |
| Q4 2021 | $1,749,000 | +7.6% | 27,313 | +113.9% | 0.12% | +8.8% |
| Q3 2021 | $1,625,000 | -45.7% | 12,767 | -47.5% | 0.11% | +2.7% |
| Q2 2021 | $2,990,000 | +103.8% | 24,318 | +96.0% | 0.11% | -8.3% |
| Q1 2021 | $1,467,000 | -3.1% | 12,404 | -10.8% | 0.12% | -16.0% |
| Q4 2020 | $1,514,000 | +7.8% | 13,901 | -3.9% | 0.14% | -13.3% |
| Q3 2020 | $1,404,000 | -0.1% | 14,463 | -1.1% | 0.17% | -5.7% |
| Q2 2020 | $1,405,000 | +9.5% | 14,619 | +2.3% | 0.18% | -11.1% |
| Q1 2020 | $1,283,000 | -5.5% | 14,288 | +13.3% | 0.20% | +18.6% |
| Q4 2019 | $1,358,000 | +12.1% | 12,616 | +3.9% | 0.17% | -2.3% |
| Q3 2019 | $1,211,000 | +4.5% | 12,145 | +2.9% | 0.17% | +3.0% |
| Q2 2019 | $1,159,000 | +16.5% | 11,806 | +14.6% | 0.17% | +12.9% |
| Q1 2019 | $995,000 | -0.1% | 10,304 | -9.9% | 0.15% | -0.7% |
| Q4 2018 | $996,000 | +46.3% | 11,437 | +49.6% | 0.15% | +46.5% |
| Q3 2018 | $681,000 | +23.6% | 7,647 | +24.6% | 0.10% | +17.4% |
| Q2 2018 | $551,000 | +1.7% | 6,137 | +0.2% | 0.09% | -7.5% |
| Q1 2018 | $542,000 | -7.7% | 6,122 | -3.9% | 0.09% | -3.1% |
| Q4 2017 | $587,000 | +6.1% | 6,373 | +0.0% | 0.10% | +2.1% |
| Q3 2017 | $553,000 | +34.5% | 6,371 | +28.0% | 0.09% | -12.1% |
| Q2 2017 | $411,000 | +35.6% | 4,977 | +36.1% | 0.11% | +24.4% |
| Q1 2017 | $303,000 | +81.4% | 3,658 | +75.5% | 0.09% | +41.0% |
| Q4 2016 | $167,000 | +10.6% | 2,084 | +6.0% | 0.06% | +1.7% |
| Q3 2016 | $151,000 | +1.3% | 1,966 | 0.0% | 0.06% | -16.7% |
| Q2 2016 | $149,000 | +3.5% | 1,966 | 0.0% | 0.07% | -4.0% |
| Q1 2016 | $144,000 | +2.9% | 1,966 | 0.0% | 0.08% | +11.9% |
| Q4 2015 | $140,000 | +6.1% | 1,966 | 0.0% | 0.07% | -9.5% |
| Q3 2015 | $132,000 | -61.4% | 1,966 | -57.7% | 0.07% | -52.6% |
| Q2 2015 | $342,000 | +71.9% | 4,646 | +73.4% | 0.16% | +77.3% |
| Q1 2015 | $199,000 | +4.2% | 2,680 | +3.8% | 0.09% | +8.6% |
| Q4 2014 | $191,000 | – | 2,581 | – | 0.08% | – |
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% |