WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,613 | -60.1% | 1,002 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $154,287 | +70.4% | 2,004 | +100.0% | 0.00% | -25.0% |
| Q1 2023 | $90,560 | +53170.6% | 1,002 | -46.7% | 0.00% | -20.0% |
| Q4 2022 | $170 | -99.9% | 1,879 | -3.9% | 0.01% | 0.0% |
| Q3 2022 | $176,000 | 0.0% | 1,955 | +0.2% | 0.01% | -16.7% |
| Q2 2022 | $176,000 | -27.3% | 1,952 | -27.2% | 0.01% | +100.0% |
| Q1 2022 | $242,000 | +404.2% | 2,682 | +267.4% | 0.00% | +200.0% |
| Q4 2021 | $48,000 | +9.1% | 730 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $44,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | -60.4% | 365 | -62.2% | 0.00% | -50.0% |
| Q1 2021 | $111,000 | +7.8% | 965 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $103,000 | +10.8% | 965 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $93,000 | +5.7% | 965 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $88,000 | +11.4% | 965 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $79,000 | -26.9% | 965 | -4.8% | 0.01% | 0.0% |
| Q4 2019 | $108,000 | -16.3% | 1,014 | -22.5% | 0.01% | -11.1% |
| Q3 2019 | $129,000 | -89.7% | 1,308 | -91.3% | 0.01% | -88.3% |
| Q4 2018 | $1,257,000 | +1396.4% | 15,013 | +1611.9% | 0.08% | +2466.7% |
| Q3 2018 | $84,000 | +6.3% | 877 | -0.5% | 0.00% | 0.0% |
| Q2 2018 | $79,000 | -10.2% | 881 | -7.7% | 0.00% | -25.0% |
| Q1 2018 | $88,000 | 0.0% | 955 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $88,000 | -9.3% | 955 | -14.2% | 0.00% | 0.0% |
| Q3 2017 | $97,000 | +4.3% | 1,113 | +0.5% | 0.00% | 0.0% |
| Q2 2017 | $93,000 | -13.9% | 1,107 | -15.3% | 0.00% | -20.0% |
| Q1 2017 | $108,000 | +1.9% | 1,307 | -1.3% | 0.01% | 0.0% |
| Q4 2016 | $106,000 | +2.9% | 1,324 | -1.4% | 0.01% | 0.0% |
| Q3 2016 | $103,000 | +7.3% | 1,343 | +5.9% | 0.01% | 0.0% |
| Q2 2016 | $96,000 | +33.3% | 1,268 | +24.8% | 0.01% | 0.0% |
| Q4 2015 | $72,000 | – | 1,016 | – | 0.01% | – |
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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% |