WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 323 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,238,213 | +14.7% | 99,494 | +13.8% | 1.74% | +7.8% |
Q1 2024 | $6,312,751 | +10.8% | 87,446 | +1.8% | 1.61% | +3.3% |
Q4 2023 | $5,699,674 | +15.9% | 85,864 | +7.4% | 1.56% | -6.0% |
Q3 2023 | $4,916,761 | +4.8% | 79,960 | +8.4% | 1.66% | +6.7% |
Q2 2023 | $4,690,776 | +1.2% | 73,754 | -1.6% | 1.55% | -8.0% |
Q1 2023 | $4,635,438 | +14.5% | 74,934 | +2.3% | 1.69% | -11.6% |
Q4 2022 | $4,047,703 | -0.0% | 73,248 | 0.0% | 1.91% | +0.5% |
Q3 2022 | $4,048,000 | -0.2% | 73,248 | +7.8% | 1.90% | -13.4% |
Q2 2022 | $4,058,000 | -11.1% | 67,922 | -2.3% | 2.20% | -3.2% |
Q1 2022 | $4,567,000 | +0.6% | 69,491 | +1.1% | 2.27% | -0.1% |
Q4 2021 | $4,538,000 | +10.4% | 68,716 | +99.5% | 2.27% | -2.3% |
Q3 2021 | $4,110,000 | -1.3% | 34,451 | +1.6% | 2.33% | 0.0% |
Q2 2021 | $4,163,000 | +10.0% | 33,904 | +2.8% | 2.33% | -6.7% |
Q1 2021 | $3,784,000 | +37.2% | 32,994 | +28.6% | 2.49% | +21.5% |
Q4 2020 | $2,758,000 | +16.2% | 25,653 | +4.9% | 2.05% | -15.7% |
Q3 2020 | $2,374,000 | +16.8% | 24,462 | +10.3% | 2.44% | +4.5% |
Q2 2020 | $2,032,000 | +97.5% | 22,169 | +78.0% | 2.33% | +120.6% |
Q1 2020 | $1,029,000 | +24.0% | 12,457 | +58.9% | 1.06% | +35.6% |
Q4 2019 | $830,000 | – | 7,838 | – | 0.78% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |