WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,416,277 | -12.6% | 23,033 | -9.6% | 0.07% | -14.1% |
| Q2 2023 | $1,619,864 | -13.8% | 25,470 | -16.2% | 0.08% | -25.4% |
| Q1 2023 | $1,879,886 | +13.3% | 30,389 | +13.5% | 0.11% | +14.0% |
| Q4 2022 | $1,659,236 | +13.9% | 26,783 | +1.5% | 0.10% | 0.0% |
| Q3 2022 | $1,457,000 | +6.1% | 26,382 | +14.7% | 0.10% | +47.1% |
| Q2 2022 | $1,373,000 | +49.7% | 22,998 | +64.7% | 0.07% | +74.4% |
| Q1 2022 | $917,000 | +23.1% | 13,966 | +23.8% | 0.04% | +39.3% |
| Q4 2021 | $745,000 | +12.0% | 11,284 | +104.2% | 0.03% | +12.0% |
| Q3 2021 | $665,000 | -0.3% | 5,525 | +0.7% | 0.02% | -3.8% |
| Q2 2021 | $667,000 | +1.1% | 5,488 | -1.7% | 0.03% | +44.4% |
| Q1 2021 | $660,000 | -24.3% | 5,581 | -26.4% | 0.02% | -48.6% |
| Q4 2020 | $872,000 | +71.7% | 7,581 | +42.3% | 0.04% | +34.6% |
| Q3 2020 | $508,000 | +24.2% | 5,328 | +17.6% | 0.03% | +13.0% |
| Q2 2020 | $409,000 | +39.1% | 4,531 | +22.8% | 0.02% | +15.0% |
| Q1 2020 | $294,000 | -24.6% | 3,689 | +0.2% | 0.02% | -4.8% |
| Q4 2019 | $390,000 | +7.7% | 3,683 | +0.1% | 0.02% | -4.5% |
| Q3 2019 | $362,000 | +1.7% | 3,678 | +0.1% | 0.02% | 0.0% |
| Q2 2019 | $356,000 | +3.2% | 3,674 | +0.2% | 0.02% | -4.3% |
| Q1 2019 | $345,000 | +12.7% | 3,665 | +0.2% | 0.02% | 0.0% |
| Q4 2018 | $306,000 | -12.1% | 3,658 | +0.2% | 0.02% | 0.0% |
| Q3 2018 | $348,000 | +7.4% | 3,652 | +1.1% | 0.02% | -8.0% |
| Q2 2018 | $324,000 | -2.1% | 3,611 | -3.6% | 0.02% | -13.8% |
| Q1 2018 | $331,000 | -4.1% | 3,744 | -0.2% | 0.03% | -6.5% |
| Q4 2017 | $345,000 | +8.5% | 3,752 | +2.5% | 0.03% | -3.1% |
| Q3 2017 | $318,000 | +1.6% | 3,662 | -1.9% | 0.03% | 0.0% |
| Q2 2017 | $313,000 | -0.6% | 3,732 | -1.8% | 0.03% | -3.0% |
| Q1 2017 | $315,000 | +2.3% | 3,802 | -1.4% | 0.03% | -19.5% |
| Q4 2016 | $308,000 | +2.3% | 3,857 | -1.6% | 0.04% | 0.0% |
| Q3 2016 | $301,000 | +1.7% | 3,919 | +0.1% | 0.04% | -4.7% |
| Q2 2016 | $296,000 | +10.4% | 3,915 | +7.6% | 0.04% | +4.9% |
| Q1 2016 | $268,000 | – | 3,638 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |