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 | $421,569 | -5.0% | 6,856 | -1.7% | 0.08% | -2.6% |
| Q2 2023 | $443,746 | -6.7% | 6,977 | -9.2% | 0.08% | -12.4% |
| Q1 2023 | $475,398 | -0.3% | 7,685 | -0.2% | 0.09% | -15.2% |
| Q4 2022 | $476,832 | +28.2% | 7,697 | +14.3% | 0.10% | +16.7% |
| Q3 2022 | $372,000 | -7.7% | 6,733 | -1.2% | 0.09% | -4.3% |
| Q2 2022 | $403,000 | -0.7% | 6,812 | +10.2% | 0.09% | +19.0% |
| Q1 2022 | $406,000 | +32.2% | 6,183 | +32.9% | 0.08% | +51.9% |
| Q4 2021 | $307,000 | +44.1% | 4,651 | +160.9% | 0.05% | +33.3% |
| Q3 2021 | $213,000 | – | 1,783 | – | 0.04% | – |
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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% |