UBS Group AG - WISDOMTREE TR ownership

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
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$82,826,907
+10.8%
1,346,998
+14.6%
0.03%
+16.0%
Q2 2023$74,764,217
+1.0%
1,175,538
-1.7%
0.02%
-7.4%
Q1 2023$73,994,396
-10.5%
1,196,159
-10.4%
0.03%
-12.9%
Q4 2022$82,659,389
+16.6%
1,334,292
+4.0%
0.03%0.0%
Q3 2022$70,878,000
+9.7%
1,282,635
+17.4%
0.03%
+14.8%
Q2 2022$64,583,000
-3.8%
1,092,782
+7.0%
0.03%
+22.7%
Q1 2022$67,133,000
+8.4%
1,021,504
+8.9%
0.02%
+22.2%
Q4 2021$61,956,000
+8.6%
938,164
+96.2%
0.02%0.0%
Q3 2021$57,038,000
-0.8%
478,148
+0.1%
0.02%
-5.3%
Q2 2021$57,485,000
+7.2%
477,769
+2.2%
0.02%
+5.6%
Q1 2021$53,613,000
+11.3%
467,497
+4.3%
0.02%
+12.5%
Q4 2020$48,182,000
+11.2%
448,204
+0.4%
0.02%0.0%
Q3 2020$43,312,000
+12.2%
446,332
+7.4%
0.02%0.0%
Q2 2020$38,616,000
+5.6%
415,758
-8.0%
0.02%
-5.9%
Q1 2020$36,577,000
-3.6%
451,904
+26.2%
0.02%
+30.8%
Q4 2019$37,932,000
+19.2%
358,082
+11.5%
0.01%
+8.3%
Q3 2019$31,814,000
+0.8%
321,127
-1.5%
0.01%0.0%
Q2 2019$31,575,000
+10.1%
325,856
+7.1%
0.01%0.0%
Q1 2019$28,670,000
+9.5%
304,293
-1.8%
0.01%0.0%
Q4 2018$26,173,000
+15.1%
309,928
+30.0%
0.01%
+33.3%
Q3 2018$22,748,000
+11.4%
238,419
+4.8%
0.01%0.0%
Q2 2018$20,420,000
-2.4%
227,517
-3.7%
0.01%0.0%
Q1 2018$20,914,000
-0.5%
236,347
+3.6%
0.01%0.0%
Q4 2017$21,022,000
+6.4%
228,198
+0.3%
0.01%0.0%
Q3 2017$19,764,000
+8.1%
227,595
+4.7%
0.01%0.0%
Q2 2017$18,275,000
+0.8%
217,352
-0.6%
0.01%
-10.0%
Q1 2017$18,127,000
+3.1%
218,582
-0.7%
0.01%0.0%
Q4 2016$17,590,000
+4.0%
220,149
+0.2%
0.01%0.0%
Q3 2016$16,910,000
-2.4%
219,638
-4.0%
0.01%
-9.1%
Q2 2016$17,334,000
+1.7%
228,808
-1.5%
0.01%0.0%
Q1 2016$17,047,000
-48.0%
232,245
-49.6%
0.01%
-47.6%
Q4 2015$32,775,000
+12.7%
460,712
+6.6%
0.02%0.0%
Q3 2015$29,091,000
-20.3%
432,265
-14.2%
0.02%
-12.5%
Q2 2015$36,504,000
-12.0%
503,574
-11.0%
0.02%
-17.2%
Q1 2015$41,475,000
+2.3%
565,828
+3.5%
0.03%
+3.6%
Q4 2014$40,556,000546,8680.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 107,267$7,050,00010.52%
Revolve Wealth Partners, LLC 529,669$34,810,00010.04%
IAG Wealth Partners, LLC 325,432$21,387,0006.73%
FIDELIS iM, LLC 138,075$9,074,0005.33%
TOBIAS FINANCIAL ADVISORS, INC. 213,533$14,033,0004.84%
WADE G W & INC 1,405,526$92,371,0003.96%
ShoreHaven Wealth Partners, LLC 96,960$6,372,0003.36%
Prestige Wealth Management Group LLC 177,088$11,638,0002.86%
Traverso Chambers Private Wealth Management, LLC 137,691$9,049,0002.70%
Virginia National Bank 32,464$2,134,0002.44%
View complete list of WISDOMTREE TR shareholders