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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,704 | -11.0% | 6,110 | -7.9% | 0.06% | -6.7% |
| Q2 2023 | $421,922 | +2.8% | 6,634 | 0.0% | 0.06% | -4.8% |
| Q1 2023 | $410,379 | +99748.9% | 6,634 | 0.0% | 0.06% | -7.4% |
| Q4 2022 | $411 | -99.9% | 6,634 | 0.0% | 0.07% | -4.2% |
| Q3 2022 | $367,000 | -6.4% | 6,634 | 0.0% | 0.07% | -2.7% |
| Q2 2022 | $392,000 | -2.5% | 6,634 | +8.6% | 0.07% | -9.9% |
| Q1 2022 | $402,000 | -0.5% | 6,110 | 0.0% | 0.08% | -3.6% |
| Q4 2021 | $404,000 | +11.0% | 6,110 | +100.0% | 0.08% | +3.7% |
| Q3 2021 | $364,000 | -1.1% | 3,055 | 0.0% | 0.08% | -8.0% |
| Q2 2021 | $368,000 | +5.1% | 3,055 | 0.0% | 0.09% | -31.8% |
| Q1 2021 | $350,000 | +6.7% | 3,055 | 0.0% | 0.13% | +4.0% |
| Q4 2020 | $328,000 | +5.5% | 3,055 | -4.8% | 0.12% | -3.1% |
| Q3 2020 | $311,000 | +4.4% | 3,208 | 0.0% | 0.13% | -4.5% |
| Q2 2020 | $298,000 | +14.6% | 3,208 | 0.0% | 0.13% | +2.3% |
| Q1 2020 | $260,000 | -23.5% | 3,208 | 0.0% | 0.13% | -15.5% |
| Q4 2019 | $340,000 | +6.9% | 3,208 | 0.0% | 0.16% | +5.4% |
| Q3 2019 | $318,000 | +2.3% | 3,208 | 0.0% | 0.15% | -1.3% |
| Q2 2019 | $311,000 | +3.0% | 3,208 | 0.0% | 0.15% | -2.0% |
| Q1 2019 | $302,000 | +11.4% | 3,208 | 0.0% | 0.15% | +5.6% |
| Q4 2018 | $271,000 | -11.4% | 3,208 | 0.0% | 0.14% | -15.8% |
| Q3 2018 | $306,000 | +6.2% | 3,208 | 0.0% | 0.17% | +5.6% |
| Q2 2018 | $288,000 | +1.4% | 3,208 | 0.0% | 0.16% | +6.6% |
| Q1 2018 | $284,000 | – | 3,208 | – | 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% |