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 | $5,005,486 | -16.7% | 81,403 | -13.9% | 0.28% | -11.3% |
Q2 2023 | $6,010,657 | -4.2% | 94,507 | -6.2% | 0.31% | -6.9% |
Q1 2023 | $6,275,508 | -20.5% | 100,726 | -20.9% | 0.33% | -30.3% |
Q4 2022 | $7,889,414 | +16.1% | 127,351 | +3.5% | 0.48% | +1.5% |
Q3 2022 | $6,798,000 | -0.5% | 123,027 | +6.4% | 0.47% | -8.5% |
Q2 2022 | $6,833,000 | +8.8% | 115,610 | +21.0% | 0.52% | +2.6% |
Q1 2022 | $6,281,000 | -13.4% | 95,574 | -13.0% | 0.50% | -12.8% |
Q4 2021 | $7,255,000 | +11.6% | 109,851 | +101.6% | 0.58% | +8.7% |
Q3 2021 | $6,501,000 | +9.4% | 54,494 | +10.4% | 0.53% | +8.8% |
Q2 2021 | $5,940,000 | -7.5% | 49,369 | -11.8% | 0.49% | -15.0% |
Q1 2021 | $6,419,000 | -22.8% | 55,969 | -27.7% | 0.57% | -28.3% |
Q4 2020 | $8,320,000 | +1.1% | 77,394 | -8.7% | 0.80% | -9.8% |
Q3 2020 | $8,229,000 | -47.8% | 84,802 | -50.1% | 0.89% | -57.1% |
Q2 2020 | $15,754,000 | +17.3% | 169,791 | +2.3% | 2.07% | -5.6% |
Q1 2020 | $13,436,000 | +81.0% | 166,001 | +136.8% | 2.19% | +69.1% |
Q4 2019 | $7,424,000 | -1.2% | 70,087 | -7.6% | 1.30% | +6.8% |
Q3 2019 | $7,512,000 | -3.9% | 75,828 | -6.0% | 1.21% | -2.2% |
Q2 2019 | $7,819,000 | +2.4% | 80,687 | -0.5% | 1.24% | -7.9% |
Q1 2019 | $7,638,000 | -30.0% | 81,070 | -37.2% | 1.35% | -41.5% |
Q4 2018 | $10,906,000 | +114.7% | 129,143 | +142.6% | 2.30% | +37.2% |
Q3 2018 | $5,079,000 | -27.3% | 53,235 | -31.9% | 1.68% | +2.4% |
Q2 2018 | $6,983,000 | – | 78,171 | – | 1.64% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |