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 | $8,453,178 | +824.8% | 137,472 | +856.5% | 0.03% | +180.0% |
| Q2 2023 | $914,032 | -19.0% | 14,372 | -21.3% | 0.01% | -23.1% |
| Q1 2023 | $1,129,104 | +153.6% | 18,253 | +157.4% | 0.01% | +116.7% |
| Q4 2022 | $445,288 | +2.1% | 7,091 | -8.3% | 0.01% | 0.0% |
| Q3 2022 | $436,000 | -8.0% | 7,732 | -2.4% | 0.01% | -14.3% |
| Q2 2022 | $474,000 | -36.9% | 7,924 | -30.3% | 0.01% | -30.0% |
| Q1 2022 | $751,000 | +18.3% | 11,374 | +16.7% | 0.01% | +11.1% |
| Q4 2021 | $635,000 | +9.3% | 9,749 | +111.1% | 0.01% | 0.0% |
| Q3 2021 | $581,000 | +24.1% | 4,619 | +20.9% | 0.01% | +12.5% |
| Q2 2021 | $468,000 | +8.8% | 3,819 | +3.3% | 0.01% | 0.0% |
| Q1 2021 | $430,000 | – | 3,696 | – | 0.01% | – |
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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% |