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 | $553,410 | -3.3% | 9,000 | 0.0% | 0.60% | +7.0% |
| Q2 2023 | $572,400 | +2.8% | 9,000 | 0.0% | 0.56% | -11.7% |
| Q1 2023 | $556,740 | -0.1% | 9,000 | 0.0% | 0.64% | -19.5% |
| Q4 2022 | $557,550 | +12.2% | 9,000 | 0.0% | 0.79% | +2.6% |
| Q3 2022 | $497,000 | -6.6% | 9,000 | -0.1% | 0.77% | +5.1% |
| Q2 2022 | $532,000 | -24.0% | 9,005 | -15.4% | 0.73% | -0.4% |
| Q1 2022 | $700,000 | -0.4% | 10,650 | +0.1% | 0.74% | +15.0% |
| Q4 2021 | $703,000 | – | 10,643 | – | 0.64% | – |
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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% |