WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,586,083 | -11.9% | 123,371 | -8.9% | 0.08% | -12.8% |
| Q2 2023 | $8,608,387 | -24.6% | 135,352 | -26.7% | 0.09% | -30.6% |
| Q1 2023 | $11,421,254 | -16.2% | 184,631 | -16.1% | 0.12% | +2.5% |
| Q4 2022 | $13,631,540 | -99.9% | 220,041 | -39.7% | 0.12% | +12.0% |
| Q3 2022 | $10,090,080,000 | +100922.0% | 364,830 | +115.9% | 0.11% | +4.9% |
| Q2 2022 | $9,988,000 | -17.7% | 169,003 | -8.5% | 0.10% | -18.3% |
| Q1 2022 | $12,137,000 | +7.8% | 184,680 | +8.4% | 0.13% | +10.5% |
| Q4 2021 | $11,255,000 | +19.6% | 170,426 | +116.0% | 0.11% | +21.3% |
| Q3 2021 | $9,414,000 | +4.5% | 78,914 | +5.4% | 0.09% | -7.8% |
| Q2 2021 | $9,011,000 | -8.8% | 74,892 | -13.1% | 0.10% | -18.4% |
| Q1 2021 | $9,884,000 | -2.5% | 86,185 | -9.4% | 0.12% | +5.9% |
| Q4 2020 | $10,136,000 | -99.7% | 95,095 | +190.8% | 0.12% | +103.4% |
| Q3 2020 | $3,098,000,000 | – | 32,704 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |