WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 340 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,619,639 | +10.1% | 379,651 | +9.2% | 0.08% | +8.2% |
| Q1 2024 | $25,092,246 | +12.5% | 347,586 | +3.5% | 0.07% | -2.7% |
| Q4 2023 | $22,297,349 | +14.3% | 335,904 | +5.8% | 0.08% | 0.0% |
| Q3 2023 | $19,515,133 | +1.6% | 317,370 | +5.1% | 0.08% | +1.4% |
| Q2 2023 | $19,204,619 | +120790.2% | 301,959 | +17.6% | 0.07% | +8.8% |
| Q1 2023 | $15,886 | +691.5% | 256,815 | +692.6% | 0.07% | +580.0% |
| Q4 2022 | $2,007 | -99.9% | 32,402 | +19.2% | 0.01% | +25.0% |
| Q3 2022 | $1,502,000 | -11.8% | 27,184 | -5.7% | 0.01% | -11.1% |
| Q2 2022 | $1,702,000 | +26.0% | 28,815 | +40.2% | 0.01% | +28.6% |
| Q1 2022 | $1,351,000 | +138.7% | 20,557 | +139.5% | 0.01% | +133.3% |
| Q4 2021 | $566,000 | +24.4% | 8,584 | +124.7% | 0.00% | +50.0% |
| Q3 2021 | $455,000 | +195.5% | 3,820 | +198.2% | 0.00% | +100.0% |
| Q2 2021 | $154,000 | +85.5% | 1,281 | +76.2% | 0.00% | 0.0% |
| Q1 2021 | $83,000 | +10.7% | 727 | +4.3% | 0.00% | 0.0% |
| Q4 2020 | $75,000 | +11.9% | 697 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $67,000 | +3.1% | 697 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $65,000 | -30.9% | 698 | -40.0% | 0.00% | 0.0% |
| Q1 2020 | $94,000 | -43.4% | 1,163 | -25.6% | 0.00% | -50.0% |
| Q4 2019 | $166,000 | – | 1,564 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |