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% | – |
Download | ||||||
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% |