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 | $2,281,768 | -8.9% | 37,108 | -5.8% | 0.26% | -7.7% |
| Q2 2023 | $2,504,762 | +3.4% | 39,383 | +0.6% | 0.28% | -2.4% |
| Q1 2023 | $2,421,628 | +4.0% | 39,147 | +4.2% | 0.29% | -5.2% |
| Q4 2022 | $2,328,269 | +4.5% | 37,583 | -6.7% | 0.31% | -6.1% |
| Q3 2022 | $2,227,000 | -6.3% | 40,301 | +0.3% | 0.33% | -5.8% |
| Q2 2022 | $2,376,000 | -20.3% | 40,199 | -11.4% | 0.35% | -8.4% |
| Q1 2022 | $2,982,000 | -7.7% | 45,371 | -7.2% | 0.38% | -11.4% |
| Q4 2021 | $3,230,000 | +7.7% | 48,908 | +94.5% | 0.43% | -20.9% |
| Q3 2021 | $3,000,000 | +0.0% | 25,145 | +0.9% | 0.54% | -0.2% |
| Q2 2021 | $2,999,000 | -7.0% | 24,922 | -11.3% | 0.54% | -22.8% |
| Q1 2021 | $3,223,000 | +13.8% | 28,106 | +6.7% | 0.70% | +42.1% |
| Q4 2020 | $2,831,000 | – | 26,337 | – | 0.49% | – |
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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% |