WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,488,343 | +2.7% | 495,826 | +6.2% | 0.66% | -2.5% |
| Q2 2023 | $29,696,309 | +4.0% | 466,923 | +1.2% | 0.67% | -11.6% |
| Q1 2023 | $28,545,179 | -19.6% | 461,448 | -19.4% | 0.76% | -15.3% |
| Q4 2022 | $35,483,714 | +9.9% | 572,779 | -1.9% | 0.90% | -0.3% |
| Q3 2022 | $32,278,000 | +6.9% | 584,105 | +14.3% | 0.90% | +18.4% |
| Q2 2022 | $30,189,000 | -12.0% | 510,812 | -2.2% | 0.76% | -0.8% |
| Q1 2022 | $34,325,000 | -3.7% | 522,294 | -3.2% | 0.77% | -2.8% |
| Q4 2021 | $35,632,000 | +10.3% | 539,557 | +99.3% | 0.79% | -4.0% |
| Q3 2021 | $32,291,000 | -2.9% | 270,693 | -2.0% | 0.82% | -0.7% |
| Q2 2021 | $33,248,000 | +5.3% | 276,327 | +0.3% | 0.83% | -5.3% |
| Q1 2021 | $31,589,000 | -2.3% | 275,456 | -8.4% | 0.87% | -9.0% |
| Q4 2020 | $32,325,000 | -4.4% | 300,699 | -13.7% | 0.96% | -13.5% |
| Q3 2020 | $33,828,000 | +1.0% | 348,600 | -3.4% | 1.11% | -7.0% |
| Q2 2020 | $33,503,000 | +47.5% | 360,714 | +28.5% | 1.19% | +14.6% |
| Q1 2020 | $22,719,000 | -22.0% | 280,693 | +2.1% | 1.04% | -8.9% |
| Q4 2019 | $29,112,000 | +20.6% | 274,823 | +12.8% | 1.14% | +9.5% |
| Q3 2019 | $24,139,000 | +3.9% | 243,655 | +1.6% | 1.04% | +3.8% |
| Q2 2019 | $23,234,000 | +3.3% | 239,776 | +0.5% | 1.01% | -0.5% |
| Q1 2019 | $22,486,000 | +20.9% | 238,655 | +8.3% | 1.01% | +5.4% |
| Q4 2018 | $18,604,000 | -19.4% | 220,297 | -9.0% | 0.96% | -7.1% |
| Q3 2018 | $23,092,000 | -10.5% | 242,032 | -15.8% | 1.03% | -10.3% |
| Q2 2018 | $25,795,000 | +3.3% | 287,410 | +1.8% | 1.15% | +9.4% |
| Q1 2018 | $24,978,000 | -7.0% | 282,275 | -3.2% | 1.05% | -12.8% |
| Q4 2017 | $26,872,000 | +6.6% | 291,705 | +0.5% | 1.21% | +1.3% |
| Q3 2017 | $25,209,000 | +4.7% | 290,292 | +1.3% | 1.19% | -4.3% |
| Q2 2017 | $24,087,000 | -0.6% | 286,479 | -2.0% | 1.24% | -9.2% |
| Q1 2017 | $24,234,000 | +3.1% | 292,219 | -0.7% | 1.37% | -6.4% |
| Q4 2016 | $23,514,000 | +5.5% | 294,294 | +1.6% | 1.46% | -2.8% |
| Q3 2016 | $22,292,000 | +5.0% | 289,540 | +3.3% | 1.50% | -4.5% |
| Q2 2016 | $21,240,000 | +10.1% | 280,355 | +6.7% | 1.58% | -4.8% |
| Q1 2016 | $19,286,000 | +1.4% | 262,752 | -1.7% | 1.65% | +4.4% |
| Q4 2015 | $19,012,000 | +959.8% | 267,253 | +902.6% | 1.58% | +604.4% |
| Q3 2015 | $1,794,000 | +307.7% | 26,656 | +344.6% | 0.22% | +332.7% |
| Q1 2015 | $440,000 | -35.5% | 5,995 | -34.8% | 0.05% | -57.7% |
| Q4 2014 | $682,000 | – | 9,194 | – | 0.12% | – |
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% |