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 ↓ |
---|---|---|---|
ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |