WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,963 | -2.3% | 6,198 | +2.7% | 0.02% | 0.0% |
| Q2 2023 | $383,911 | +6.0% | 6,036 | +2.0% | 0.02% | 0.0% |
| Q1 2023 | $362,136 | -6.1% | 5,916 | -4.9% | 0.02% | -26.9% |
| Q4 2022 | $385,463 | +1.4% | 6,222 | +0.2% | 0.03% | -10.3% |
| Q3 2022 | $380,000 | +2.4% | 6,207 | -1.0% | 0.03% | -3.3% |
| Q2 2022 | $371,000 | -5.1% | 6,271 | 0.0% | 0.03% | -3.2% |
| Q1 2022 | $391,000 | +149.0% | 6,271 | +376.2% | 0.03% | +93.8% |
| Q3 2021 | $157,000 | -0.6% | 1,317 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $158,000 | +7.5% | 1,317 | +2.5% | 0.02% | -5.9% |
| Q1 2021 | $147,000 | +6.5% | 1,285 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $138,000 | +318.2% | 1,285 | +283.6% | 0.02% | +240.0% |
| Q3 2020 | $33,000 | +6.5% | 335 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | -78.8% | 335 | -81.4% | 0.01% | -82.1% |
| Q1 2020 | $146,000 | +317.1% | 1,805 | +438.8% | 0.03% | +460.0% |
| Q4 2019 | $35,000 | +6.1% | 335 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 335 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $32,000 | 0.0% | 335 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $32,000 | +14.3% | 335 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $28,000 | -12.5% | 335 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $32,000 | +6.7% | 335 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $30,000 | 0.0% | 335 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $30,000 | -3.2% | 335 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $31,000 | +6.9% | 335 | 0.0% | 0.01% | -25.0% |
| Q3 2017 | $29,000 | – | 335 | – | 0.01% | – |
Download | ||||||
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% |