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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $256,794 | -0.1% | 4,151 | +0.0% | 0.08% | -7.1% |
| Q4 2022 | $257,114 | +23.0% | 4,150 | +9.2% | 0.08% | -11.5% |
| Q3 2022 | $209,000 | -6.7% | 3,800 | 0.0% | 0.10% | -11.9% |
| Q2 2022 | $224,000 | -8.9% | 3,800 | +1.4% | 0.11% | +3.8% |
| Q1 2022 | $246,000 | -0.4% | 3,747 | +0.0% | 0.10% | +5.0% |
| Q4 2021 | $247,000 | -4.6% | 3,746 | +72.4% | 0.10% | -38.7% |
| Q3 2021 | $259,000 | +564.1% | 2,173 | +485.7% | 0.16% | +482.1% |
| Q4 2020 | $39,000 | – | 371 | – | 0.03% | – |
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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% |