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 | $17,562,806 | -9.9% | 285,752 | -6.7% | 0.16% | -7.1% |
| Q2 2023 | $19,496,562 | +4.0% | 306,431 | +1.1% | 0.17% | -5.6% |
| Q1 2023 | $18,753,190 | +110199.9% | 303,155 | +10.5% | 0.18% | +17800.0% |
| Q4 2022 | $17,002 | -99.9% | 274,442 | +30.8% | 0.00% | -99.2% |
| Q3 2022 | $11,596,000 | +14.4% | 209,843 | +22.3% | 0.13% | +47.8% |
| Q2 2022 | $10,140,000 | +3.4% | 171,582 | +15.0% | 0.09% | +20.0% |
| Q1 2022 | $9,807,000 | +43.3% | 149,229 | +44.0% | 0.08% | +47.1% |
| Q4 2021 | $6,846,000 | +30.4% | 103,664 | +135.6% | 0.05% | +54.5% |
| Q3 2021 | $5,249,000 | +63.3% | 44,000 | +64.7% | 0.03% | +17.9% |
| Q2 2021 | $3,214,000 | +14.9% | 26,716 | +9.6% | 0.03% | +3.7% |
| Q1 2021 | $2,796,000 | +49.4% | 24,383 | +40.0% | 0.03% | +35.0% |
| Q4 2020 | $1,872,000 | +35.2% | 17,415 | +22.0% | 0.02% | +11.1% |
| Q3 2020 | $1,385,000 | +67.3% | 14,275 | +60.2% | 0.02% | +63.6% |
| Q2 2020 | $828,000 | +68.0% | 8,911 | +46.4% | 0.01% | +22.2% |
| Q1 2020 | $493,000 | +6.5% | 6,086 | +39.3% | 0.01% | +28.6% |
| Q4 2019 | $463,000 | +14.3% | 4,369 | +6.9% | 0.01% | +16.7% |
| Q3 2019 | $405,000 | -19.6% | 4,086 | -21.5% | 0.01% | -33.3% |
| Q2 2019 | $504,000 | +12.5% | 5,203 | +9.5% | 0.01% | 0.0% |
| Q1 2019 | $448,000 | -11.3% | 4,750 | -20.5% | 0.01% | -25.0% |
| Q4 2018 | $505,000 | -6.1% | 5,976 | +6.0% | 0.01% | +9.1% |
| Q3 2018 | $538,000 | +83.0% | 5,637 | +57.3% | 0.01% | +120.0% |
| Q2 2018 | $294,000 | -38.1% | 3,583 | -33.3% | 0.01% | -73.7% |
| Q1 2018 | $475,000 | +24.0% | 5,372 | +31.2% | 0.02% | +18.8% |
| Q4 2017 | $383,000 | -39.9% | 4,093 | -43.7% | 0.02% | 0.0% |
| Q3 2017 | $637,000 | +5.6% | 7,270 | +1.1% | 0.02% | 0.0% |
| Q2 2017 | $603,000 | +11.7% | 7,191 | +10.2% | 0.02% | +6.7% |
| Q1 2017 | $540,000 | +1.1% | 6,526 | -1.8% | 0.02% | -16.7% |
| Q4 2016 | $534,000 | +10.8% | 6,647 | +5.1% | 0.02% | -10.0% |
| Q3 2016 | $482,000 | +8.3% | 6,322 | +7.7% | 0.02% | +11.1% |
| Q2 2016 | $445,000 | -1.5% | 5,869 | -4.7% | 0.02% | -18.2% |
| Q1 2016 | $452,000 | -7.8% | 6,159 | -10.6% | 0.02% | -4.3% |
| Q4 2015 | $490,000 | -12.2% | 6,890 | -17.0% | 0.02% | -25.8% |
| Q3 2015 | $558,000 | -61.6% | 8,297 | -58.6% | 0.03% | -55.1% |
| Q2 2015 | $1,452,000 | +0.5% | 20,034 | +1.6% | 0.07% | -16.9% |
| Q1 2015 | $1,445,000 | +11.4% | 19,710 | +12.7% | 0.08% | -1.2% |
| Q4 2014 | $1,297,000 | +32.2% | 17,489 | +26.9% | 0.08% | +23.5% |
| Q3 2014 | $981,000 | +130.8% | 13,783 | +129.6% | 0.07% | +83.8% |
| Q2 2014 | $425,000 | +95.0% | 6,003 | +86.1% | 0.04% | +60.9% |
| Q1 2014 | $218,000 | – | 3,226 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |