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 | $192 | -20.0% | 3,129 | -18.9% | 0.01% | -15.4% |
| Q2 2023 | $240 | -2.8% | 3,857 | -3.4% | 0.01% | -7.1% |
| Q1 2023 | $247 | -3.5% | 3,991 | -3.1% | 0.01% | -12.5% |
| Q4 2022 | $256 | -99.9% | 4,119 | -1.7% | 0.02% | 0.0% |
| Q3 2022 | $232,000 | -5.7% | 4,191 | +0.6% | 0.02% | -5.9% |
| Q2 2022 | $246,000 | -11.8% | 4,165 | -1.7% | 0.02% | -5.6% |
| Q1 2022 | $279,000 | 0.0% | 4,239 | +0.4% | 0.02% | +5.9% |
| Q4 2021 | $279,000 | +11.2% | 4,223 | +101.1% | 0.02% | +6.2% |
| Q3 2021 | $251,000 | 0.0% | 2,100 | +0.5% | 0.02% | -5.9% |
| Q2 2021 | $251,000 | +5.0% | 2,090 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $239,000 | +785.2% | 2,080 | +732.0% | 0.02% | +750.0% |
| Q4 2020 | $27,000 | +12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -23.1% | 250 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $26,000 | +8.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | – | 250 | – | 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% |