WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,724,091 | +24.9% | 42,837 | +21.5% | 0.01% | +120.0% |
| Q1 2023 | $2,180,734 | +4.3% | 35,263 | +4.5% | 0.01% | -61.5% |
| Q4 2022 | $2,090,285 | +17.6% | 33,739 | +4.9% | 0.01% | -38.1% |
| Q3 2022 | $1,778,000 | -6.0% | 32,172 | +0.5% | 0.02% | 0.0% |
| Q2 2022 | $1,892,000 | -2.2% | 32,015 | +8.8% | 0.02% | -30.0% |
| Q1 2022 | $1,934,000 | -0.1% | 29,425 | +0.4% | 0.03% | +3.4% |
| Q4 2021 | $1,936,000 | +11.4% | 29,310 | +101.2% | 0.03% | -23.7% |
| Q3 2021 | $1,738,000 | -0.3% | 14,571 | +0.5% | 0.04% | 0.0% |
| Q2 2021 | $1,744,000 | +5.4% | 14,497 | +0.5% | 0.04% | -2.6% |
| Q1 2021 | $1,654,000 | +7.1% | 14,424 | +0.5% | 0.04% | -22.0% |
| Q4 2020 | $1,544,000 | +11.6% | 14,359 | +0.7% | 0.05% | -12.3% |
| Q3 2020 | $1,383,000 | +5.1% | 14,253 | +0.6% | 0.06% | -21.9% |
| Q2 2020 | $1,316,000 | +14.3% | 14,170 | -0.4% | 0.07% | +1.4% |
| Q1 2020 | $1,151,000 | -23.1% | 14,221 | +0.7% | 0.07% | -5.3% |
| Q4 2019 | $1,497,000 | +8.8% | 14,128 | +1.7% | 0.08% | -6.2% |
| Q3 2019 | $1,376,000 | +3.1% | 13,889 | +0.8% | 0.08% | -3.6% |
| Q2 2019 | $1,335,000 | +3.6% | 13,778 | +0.8% | 0.08% | -3.4% |
| Q1 2019 | $1,288,000 | +11.8% | 13,673 | +0.3% | 0.09% | +13.0% |
| Q4 2018 | $1,152,000 | -10.6% | 13,636 | +1.0% | 0.08% | -13.5% |
| Q3 2018 | $1,288,000 | +6.7% | 13,499 | +0.4% | 0.09% | 0.0% |
| Q2 2018 | $1,207,000 | +1.9% | 13,450 | +0.5% | 0.09% | -2.2% |
| Q1 2018 | $1,184,000 | -3.1% | 13,381 | +0.9% | 0.09% | +11.0% |
| Q4 2017 | $1,222,000 | +6.6% | 13,260 | +0.5% | 0.08% | +1.2% |
| Q3 2017 | $1,146,000 | +4.0% | 13,194 | +0.6% | 0.08% | -12.0% |
| Q2 2017 | $1,102,000 | +1.9% | 13,111 | +0.5% | 0.09% | +2.2% |
| Q1 2017 | $1,081,000 | – | 13,041 | – | 0.09% | – |
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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% |