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 | $1,164,190 | -4.5% | 18,933 | -1.3% | 0.04% | 0.0% |
| Q2 2023 | $1,219,466 | -6.7% | 19,174 | -9.2% | 0.04% | -11.4% |
| Q1 2023 | $1,306,669 | -0.2% | 21,123 | -0.1% | 0.04% | -22.8% |
| Q4 2022 | $1,309,871 | +37.2% | 21,144 | +22.3% | 0.06% | +29.5% |
| Q3 2022 | $955,000 | -11.2% | 17,288 | -5.0% | 0.04% | -10.2% |
| Q2 2022 | $1,075,000 | -13.0% | 18,189 | -2.0% | 0.05% | 0.0% |
| Q1 2022 | $1,235,000 | -1.0% | 18,555 | -1.8% | 0.05% | +6.5% |
| Q4 2021 | $1,247,000 | +8.3% | 18,890 | +95.7% | 0.05% | 0.0% |
| Q3 2021 | $1,151,000 | -3.8% | 9,651 | -3.0% | 0.05% | -9.8% |
| Q2 2021 | $1,197,000 | +4.3% | 9,947 | -0.6% | 0.05% | -5.6% |
| Q1 2021 | $1,148,000 | +6.6% | 10,009 | -0.1% | 0.05% | -6.9% |
| Q4 2020 | $1,077,000 | +16.1% | 10,021 | +4.8% | 0.06% | +1.8% |
| Q3 2020 | $928,000 | +26.3% | 9,563 | +20.8% | 0.06% | +18.8% |
| Q2 2020 | $735,000 | +28.5% | 7,918 | +12.0% | 0.05% | +4.3% |
| Q1 2020 | $572,000 | -14.9% | 7,072 | +11.4% | 0.05% | -8.0% |
| Q4 2019 | $672,000 | +70.1% | 6,347 | +59.2% | 0.05% | +47.1% |
| Q3 2019 | $395,000 | +2094.4% | 3,987 | +2032.1% | 0.03% | +1600.0% |
| Q2 2019 | $18,000 | -75.3% | 187 | -75.8% | 0.00% | -75.0% |
| Q1 2019 | $73,000 | +12.3% | 774 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $65,000 | -12.2% | 774 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $74,000 | +7.2% | 774 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $69,000 | +1.5% | 774 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $68,000 | -4.2% | 774 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $71,000 | +2.9% | 774 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $69,000 | +4.5% | 774 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $66,000 | -48.4% | 774 | -50.0% | 0.01% | -7.7% |
| Q1 2017 | $128,000 | +73.0% | 1,548 | +67.5% | 0.01% | -23.5% |
| Q4 2016 | $74,000 | – | 924 | – | 0.02% | – |
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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% |