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 | $311,385 | -4.1% | 5,064 | -0.8% | 1.42% | +26.8% |
| Q2 2023 | $324,678 | +2.8% | 5,105 | 0.0% | 1.12% | +0.9% |
| Q1 2023 | $315,795 | -3.6% | 5,105 | -3.5% | 1.11% | -8.1% |
| Q4 2022 | $327,653 | -19.3% | 5,289 | -28.1% | 1.21% | -6.7% |
| Q3 2022 | $406,000 | -78.8% | 7,352 | -77.4% | 1.30% | -56.9% |
| Q2 2022 | $1,919,000 | -10.1% | 32,464 | 0.0% | 3.00% | +23.3% |
| Q1 2022 | $2,134,000 | – | 32,464 | – | 2.44% | – |
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% |