WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 310 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $84,827 | +0.8% | 1,166 | 0.0% | 0.03% | -10.0% |
Q1 2024 | $84,173 | +5.5% | 1,166 | -3.0% | 0.03% | 0.0% |
Q4 2023 | $79,789 | +7.2% | 1,202 | -0.7% | 0.03% | -6.2% |
Q3 2023 | $74,403 | -3.3% | 1,210 | 0.0% | 0.03% | -5.9% |
Q2 2023 | $76,957 | -6.3% | 1,210 | -8.9% | 0.03% | -15.0% |
Q1 2023 | $82,149 | -19.4% | 1,328 | -19.3% | 0.04% | -25.9% |
Q4 2022 | $101,970 | +15.9% | 1,646 | +2.5% | 0.05% | +17.4% |
Q3 2022 | $88,000 | -35.8% | 1,606 | -31.0% | 0.05% | -31.3% |
Q2 2022 | $137,000 | -11.0% | 2,326 | -0.3% | 0.07% | +6.3% |
Q1 2022 | $154,000 | -22.6% | 2,334 | -22.4% | 0.06% | -22.2% |
Q4 2021 | $199,000 | +6.4% | 3,008 | +91.5% | 0.08% | -5.8% |
Q3 2021 | $187,000 | -23.0% | 1,571 | -30.7% | 0.09% | -48.8% |
Q4 2020 | $243,000 | -19.0% | 2,266 | -26.7% | 0.17% | -26.6% |
Q3 2020 | $300,000 | +3.1% | 3,092 | -1.5% | 0.23% | -2.6% |
Q2 2020 | $291,000 | -4.9% | 3,138 | -17.2% | 0.24% | -16.4% |
Q1 2020 | $306,000 | -63.7% | 3,788 | -52.4% | 0.28% | -48.2% |
Q4 2019 | $843,000 | – | 7,959 | – | 0.54% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waterway Wealth Management, LLC | 515,563 | $37,506,709 | 18.40% |
Fox Financial, Inc | 253,851 | $18,467,774 | 17.03% |
IAG Wealth Partners, LLC | 409,415 | $29,785,080 | 5.98% |
Fairway Wealth LLC | 113,141 | $8,230,989 | 4.85% |
H&H Retirement Design & Management INC | 66,105 | $4,955,231 | 3.06% |
LRI Investments, LLC | 338,973 | $24,660,286 | 2.81% |
Revolve Wealth Partners, LLC | 217,668 | $15,835,372 | 2.60% |
Strategic Family Wealth Counselors, L.L.C. | 91,499 | $6,656,569 | 2.53% |
Advisors Preferred, LLC | 181,820 | $13,216,496 | 2.29% |
MOLLER WEALTH PARTNERS | 96,218 | $6,999,852 | 1.87% |