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 | $4,881,938 | -9.1% | 79,394 | -6.0% | 0.60% | -6.6% |
| Q2 2023 | $5,372,738 | -20.1% | 84,477 | -22.3% | 0.64% | -22.0% |
| Q1 2023 | $6,727,275 | -10.9% | 108,750 | -10.7% | 0.82% | -16.6% |
| Q4 2022 | $7,547,492 | +9.8% | 121,832 | -2.0% | 0.98% | +3.7% |
| Q3 2022 | $6,873,000 | -3.1% | 124,375 | +3.6% | 0.95% | -2.1% |
| Q2 2022 | $7,093,000 | -14.0% | 120,011 | -4.4% | 0.97% | +2.4% |
| Q1 2022 | $8,252,000 | -3.3% | 125,562 | -2.9% | 0.95% | +0.4% |
| Q4 2021 | $8,537,000 | +5.6% | 129,271 | +90.8% | 0.94% | +0.5% |
| Q3 2021 | $8,083,000 | -3.4% | 67,761 | -2.5% | 0.94% | -3.7% |
| Q2 2021 | $8,366,000 | +3.7% | 69,528 | -1.2% | 0.97% | -3.6% |
| Q1 2021 | $8,067,000 | -1.0% | 70,340 | -7.2% | 1.01% | -6.7% |
| Q4 2020 | $8,152,000 | +9.5% | 75,834 | -1.2% | 1.08% | -7.6% |
| Q3 2020 | $7,448,000 | +4.2% | 76,756 | -0.3% | 1.17% | -2.0% |
| Q2 2020 | $7,149,000 | +4.3% | 76,971 | -9.1% | 1.20% | -19.1% |
| Q1 2020 | $6,854,000 | -38.7% | 84,680 | -19.8% | 1.48% | -20.7% |
| Q4 2019 | $11,180,000 | -7.3% | 105,541 | -13.3% | 1.86% | -12.6% |
| Q3 2019 | $12,066,000 | -2.3% | 121,791 | -4.5% | 2.13% | -5.0% |
| Q2 2019 | $12,356,000 | -5.6% | 127,516 | -8.2% | 2.24% | -8.6% |
| Q1 2019 | $13,090,000 | +7.1% | 138,932 | -4.0% | 2.45% | -8.4% |
| Q4 2018 | $12,218,000 | -12.4% | 144,678 | -1.0% | 2.68% | -1.6% |
| Q3 2018 | $13,948,000 | +5.9% | 146,185 | -0.3% | 2.72% | +0.9% |
| Q2 2018 | $13,166,000 | +2.7% | 146,691 | +1.3% | 2.70% | +2.0% |
| Q1 2018 | $12,819,000 | +4.0% | 144,859 | +8.2% | 2.65% | -2.2% |
| Q4 2017 | $12,329,000 | +5.4% | 133,832 | +0.4% | 2.71% | -0.6% |
| Q3 2017 | $11,694,000 | +3.9% | 133,265 | -0.7% | 2.72% | -5.2% |
| Q2 2017 | $11,252,000 | -1.2% | 134,175 | -2.5% | 2.87% | -8.0% |
| Q1 2017 | $11,383,000 | -0.7% | 137,659 | -3.5% | 3.12% | -21.6% |
| Q4 2016 | $11,465,000 | +1.8% | 142,613 | -3.6% | 3.98% | +0.9% |
| Q3 2016 | $11,267,000 | -4.7% | 147,896 | -5.0% | 3.94% | -9.6% |
| Q2 2016 | $11,818,000 | – | 155,723 | – | 4.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |