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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,725 | -7.0% | 294,424 | -9.6% | 3.86% | +85.2% |
| Q1 2023 | $20,145 | -1.5% | 325,649 | -1.4% | 2.08% | -3.3% |
| Q4 2022 | $20,459 | -99.9% | 330,245 | -5.0% | 2.16% | +1.5% |
| Q3 2022 | $19,219,000 | +1.5% | 347,789 | +8.6% | 2.12% | +10.8% |
| Q2 2022 | $18,930,000 | -10.2% | 320,310 | -0.1% | 1.92% | +20.1% |
| Q1 2022 | $21,080,000 | +8.1% | 320,758 | +97.9% | 1.60% | -16.3% |
| Q2 2021 | $19,497,000 | +4.8% | 162,044 | -0.2% | 1.91% | +12.4% |
| Q1 2021 | $18,611,000 | +6.7% | 162,290 | 0.0% | 1.70% | -23.9% |
| Q4 2020 | $17,446,000 | +10.7% | 162,290 | -0.1% | 2.23% | -11.4% |
| Q3 2020 | $15,765,000 | +11.4% | 162,457 | +6.6% | 2.51% | -0.7% |
| Q2 2020 | $14,149,000 | +37.0% | 152,334 | +19.4% | 2.53% | +65.5% |
| Q1 2020 | $10,329,000 | +104.1% | 127,613 | +167.1% | 1.53% | +3.4% |
| Q4 2019 | $5,061,000 | +7.1% | 47,779 | +0.2% | 1.48% | +2.1% |
| Q3 2019 | $4,724,000 | +2.3% | 47,679 | 0.0% | 1.45% | -7.3% |
| Q2 2019 | $4,620,000 | +5.1% | 47,679 | +2.2% | 1.56% | +53.7% |
| Q1 2019 | $4,396,000 | +131.7% | 46,656 | +107.7% | 1.02% | +72.7% |
| Q4 2018 | $1,897,000 | -11.5% | 22,460 | 0.0% | 0.59% | +5.0% |
| Q3 2018 | $2,143,000 | +5.9% | 22,460 | -0.4% | 0.56% | +0.9% |
| Q2 2018 | $2,023,000 | +1.8% | 22,541 | +0.4% | 0.56% | -8.4% |
| Q1 2018 | $1,987,000 | -37.7% | 22,460 | -50.0% | 0.61% | +26.5% |
| Q4 2017 | $3,189,000 | +63.5% | 44,920 | +100.0% | 0.48% | -22.0% |
| Q3 2017 | $1,950,000 | +3.3% | 22,460 | 0.0% | 0.62% | -4.5% |
| Q2 2017 | $1,888,000 | +75.6% | 22,460 | +73.2% | 0.64% | +55.6% |
| Q1 2017 | $1,075,000 | +3.8% | 12,966 | 0.0% | 0.41% | +15.3% |
| Q4 2016 | $1,036,000 | +3.8% | 12,966 | 0.0% | 0.36% | -21.1% |
| Q3 2016 | $998,000 | +1.6% | 12,966 | 0.0% | 0.46% | -9.5% |
| Q2 2016 | $982,000 | +3.2% | 12,966 | 0.0% | 0.50% | -13.7% |
| Q1 2016 | $952,000 | +3.3% | 12,966 | 0.0% | 0.58% | -5.5% |
| Q4 2015 | $922,000 | +3.2% | 12,966 | -2.3% | 0.62% | -3.0% |
| Q3 2015 | $893,000 | -40.6% | 13,266 | -36.0% | 0.64% | -36.7% |
| Q2 2015 | $1,504,000 | -1.1% | 20,744 | 0.0% | 1.00% | +1.2% |
| Q1 2015 | $1,521,000 | -1.1% | 20,744 | 0.0% | 0.99% | -0.5% |
| Q4 2014 | $1,538,000 | +4.2% | 20,744 | 0.0% | 1.00% | +21.1% |
| Q3 2014 | $1,476,000 | +1.0% | 20,744 | +0.4% | 0.82% | -11.8% |
| Q2 2014 | $1,462,000 | +6.2% | 20,654 | -0.2% | 0.93% | -4.9% |
| Q4 2013 | $1,377,000 | – | 20,699 | – | 0.98% | – |
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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% |