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 | $463,374 | -3.3% | 7,536 | +0.1% | 0.20% | +6.9% |
| Q2 2023 | $479,047 | +2.9% | 7,532 | +0.0% | 0.19% | -18.9% |
| Q1 2023 | $465,714 | -0.1% | 7,529 | +0.1% | 0.23% | +8.9% |
| Q4 2022 | $466,185 | +12.1% | 7,525 | +0.1% | 0.21% | +0.9% |
| Q3 2022 | $416,000 | -6.3% | 7,521 | +0.1% | 0.21% | -5.8% |
| Q2 2022 | $444,000 | -10.1% | 7,517 | +0.1% | 0.22% | +2.3% |
| Q1 2022 | $494,000 | +4.0% | 7,513 | +4.6% | 0.22% | +15.2% |
| Q4 2021 | $475,000 | +15.6% | 7,186 | +108.3% | 0.19% | -0.5% |
| Q3 2021 | $411,000 | +37.9% | 3,450 | +39.5% | 0.19% | +41.2% |
| Q2 2021 | $298,000 | +2.8% | 2,474 | +1.3% | 0.14% | -4.9% |
| Q1 2021 | $290,000 | +46.5% | 2,443 | +33.1% | 0.14% | +27.7% |
| Q4 2020 | $198,000 | +10.6% | 1,836 | 0.0% | 0.11% | +4.7% |
| Q3 2020 | $179,000 | – | 1,836 | – | 0.11% | – |
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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% |