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 | $438 | -4.4% | 7,131 | -1.1% | 0.25% | -43.7% |
| Q2 2023 | $458 | +3.9% | 7,208 | +1.2% | 0.45% | +72.2% |
| Q1 2023 | $441 | -1.8% | 7,123 | -1.6% | 0.26% | -7.5% |
| Q4 2022 | $449 | -99.9% | 7,241 | +0.3% | 0.28% | +10.2% |
| Q3 2022 | $399,000 | -5.9% | 7,218 | +0.7% | 0.25% | +7.2% |
| Q2 2022 | $424,000 | -17.7% | 7,168 | -8.5% | 0.24% | +8.7% |
| Q1 2022 | $515,000 | +6.0% | 7,834 | +6.4% | 0.22% | +11.8% |
| Q4 2021 | $486,000 | +22.1% | 7,365 | +120.9% | 0.20% | -52.3% |
| Q3 2021 | $398,000 | +44.2% | 3,334 | +38.9% | 0.41% | +192.1% |
| Q1 2021 | $276,000 | – | 2,400 | – | 0.14% | – |
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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% |