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 | $84,611 | -6.4% | 1,376 | -3.2% | 0.02% | 0.0% |
| Q2 2023 | $90,440 | -99.2% | 1,422 | -99.2% | 0.02% | -99.2% |
| Q1 2023 | $10,797,045 | -3.8% | 174,540 | -3.6% | 2.71% | -7.2% |
| Q4 2022 | $11,222,242 | +10.0% | 181,150 | -1.9% | 2.92% | +2.0% |
| Q3 2022 | $10,204,000 | -6.2% | 184,658 | +0.3% | 2.87% | -2.8% |
| Q2 2022 | $10,880,000 | -6.5% | 184,097 | +4.0% | 2.95% | +3.0% |
| Q1 2022 | $11,638,000 | +4592.7% | 177,088 | +4622.3% | 2.86% | +4754.2% |
| Q4 2021 | $248,000 | +10.7% | 3,750 | +100.0% | 0.06% | +3.5% |
| Q3 2021 | $224,000 | -0.9% | 1,875 | 0.0% | 0.06% | -5.0% |
| Q2 2021 | $226,000 | – | 1,875 | – | 0.06% | – |
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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% |