WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 290 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $649,000 | -6.5% | 11,740 | 0.0% | 0.29% | -19.4% |
| Q2 2022 | $694,000 | -10.1% | 11,740 | 0.0% | 0.36% | -16.5% |
| Q1 2022 | $772,000 | -0.4% | 11,740 | 0.0% | 0.43% | +5.1% |
| Q4 2021 | $775,000 | +10.7% | 11,740 | +100.0% | 0.41% | -0.2% |
| Q3 2021 | $700,000 | +136.5% | 5,870 | +362.9% | 0.41% | +136.2% |
| Q2 2021 | $296,000 | -56.0% | 1,268 | -78.4% | 0.17% | -53.1% |
| Q1 2021 | $673,000 | +6.7% | 5,870 | 0.0% | 0.37% | +10.1% |
| Q4 2020 | $631,000 | +10.7% | 5,870 | 0.0% | 0.34% | -0.9% |
| Q3 2020 | $570,000 | +4.6% | 5,870 | 0.0% | 0.34% | +5.3% |
| Q2 2020 | $545,000 | – | 5,870 | – | 0.32% | – |
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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% |