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 | $184,470 | -3.3% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $190,800 | +2.8% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $185,580 | -0.1% | 3,000 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $185,850 | +12.0% | 3,000 | 0.0% | 0.02% | +5.6% |
| Q3 2022 | $166,000 | -6.2% | 3,000 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $177,000 | -10.2% | 3,000 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $197,000 | +10.1% | 3,000 | +100.0% | 0.02% | 0.0% |
| Q3 2021 | $179,000 | -0.6% | 1,500 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $180,000 | +4.7% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $172,000 | +6.8% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $161,000 | +10.3% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $146,000 | +5.0% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $139,000 | +14.9% | 1,500 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $121,000 | -23.9% | 1,500 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $159,000 | +6.7% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $149,000 | +2.8% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $145,000 | +2.8% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $141,000 | +11.0% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $127,000 | -11.2% | 1,500 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $143,000 | +5.9% | 1,500 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $135,000 | +1.5% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $133,000 | -3.6% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $138,000 | +6.2% | 1,500 | 0.0% | 0.03% | +4.0% |
| Q3 2017 | $130,000 | +3.2% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $126,000 | +1.6% | 1,500 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $124,000 | +3.3% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $120,000 | +4.3% | 1,500 | 0.0% | 0.03% | -3.7% |
| Q3 2016 | $115,000 | +0.9% | 1,500 | 0.0% | 0.03% | -3.6% |
| Q2 2016 | $114,000 | +3.6% | 1,500 | 0.0% | 0.03% | -3.4% |
| Q1 2016 | $110,000 | +2.8% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $107,000 | -64.7% | 1,500 | -66.7% | 0.03% | -62.8% |
| Q3 2015 | $303,000 | -7.1% | 4,500 | 0.0% | 0.08% | -4.9% |
| Q2 2015 | $326,000 | -1.2% | 4,500 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $330,000 | -1.2% | 4,500 | 0.0% | 0.08% | -10.9% |
| Q4 2014 | $334,000 | +9.9% | 4,500 | 0.0% | 0.09% | +2.2% |
| Q3 2014 | $304,000 | 0.0% | 4,500 | 0.0% | 0.09% | -6.2% |
| Q2 2014 | $304,000 | 0.0% | 4,500 | 0.0% | 0.10% | -5.9% |
| Q1 2014 | $304,000 | 0.0% | 4,500 | 0.0% | 0.10% | -5.6% |
| Q4 2013 | $304,000 | 0.0% | 4,500 | 0.0% | 0.11% | -35.7% |
| Q3 2013 | $304,000 | +49.8% | 4,500 | +50.0% | 0.17% | +37.7% |
| Q2 2013 | $203,000 | 0.0% | 3,000 | 0.0% | 0.12% | +4.3% |
| Q1 2013 | $203,000 | 0.0% | 3,000 | 0.0% | 0.12% | -4.9% |
| Q4 2012 | $203,000 | -8.6% | 3,000 | -8.7% | 0.12% | -15.2% |
| Q3 2012 | $222,000 | 0.0% | 3,287 | +0.1% | 0.14% | +8.2% |
| Q2 2012 | $222,000 | 0.0% | 3,285 | 0.0% | 0.13% | -1.5% |
| Q1 2012 | $222,000 | 0.0% | 3,285 | 0.0% | 0.14% | -9.9% |
| Q4 2011 | $222,000 | – | 3,285 | – | 0.15% | – |
Download | ||||||
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% |