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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $591,567 | -0.5% | 9,563 | -0.4% | 0.03% | -11.1% |
| Q4 2022 | $594,782 | +10.8% | 9,601 | -1.1% | 0.04% | 0.0% |
| Q3 2022 | $537,000 | -4.6% | 9,710 | +1.8% | 0.04% | -5.3% |
| Q2 2022 | $563,000 | -13.9% | 9,534 | -4.1% | 0.04% | -5.0% |
| Q1 2022 | $654,000 | -21.5% | 9,940 | -21.2% | 0.04% | -23.1% |
| Q4 2021 | $833,000 | +11.2% | 12,616 | +100.9% | 0.05% | +2.0% |
| Q3 2021 | $749,000 | 0.0% | 6,280 | +0.8% | 0.05% | -5.6% |
| Q2 2021 | $749,000 | +1.8% | 6,229 | -2.9% | 0.05% | -14.3% |
| Q1 2021 | $736,000 | +9.2% | 6,414 | +2.3% | 0.06% | +5.0% |
| Q4 2020 | $674,000 | -28.5% | 6,272 | -39.2% | 0.06% | -6.2% |
| Q3 2020 | $942,000 | +80.5% | 10,315 | +83.5% | 0.06% | -5.9% |
| Q2 2020 | $522,000 | +74.6% | 5,621 | +52.4% | 0.07% | +30.8% |
| Q1 2020 | $299,000 | -23.5% | 3,689 | 0.0% | 0.05% | +4.0% |
| Q4 2019 | $391,000 | – | 3,689 | – | 0.05% | – |
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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% |