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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,034 | -3.3% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $76,574 | +84.8% | 1,204 | +79.7% | 0.00% | +200.0% |
| Q1 2023 | $41,446 | -0.1% | 670 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $41,507 | +12.2% | 670 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $37,000 | -7.5% | 670 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -9.1% | 670 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $44,000 | 0.0% | 670 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $44,000 | +10.0% | 670 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 335 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $40,000 | +5.3% | 335 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +5.6% | 335 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | +9.1% | 335 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $33,000 | +6.5% | 335 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +14.8% | 335 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $27,000 | -38.6% | 335 | -21.2% | 0.00% | 0.0% |
| Q4 2019 | $44,000 | +33.3% | 425 | +26.9% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 335 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $32,000 | 0.0% | 335 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $32,000 | +14.3% | 335 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $28,000 | -12.5% | 335 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | +6.7% | 335 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $30,000 | – | 335 | – | 0.00% | – |
Download | ||||||
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% |