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 | $1,696,386 | -20.6% | 27,588 | -17.9% | 0.42% | -28.9% |
| Q2 2023 | $2,136,305 | -41.7% | 33,590 | -43.2% | 0.58% | -51.8% |
| Q1 2023 | $3,661,273 | -10.3% | 59,186 | -10.2% | 1.21% | -21.7% |
| Q4 2022 | $4,082,245 | +30.9% | 65,895 | +16.7% | 1.55% | +33.2% |
| Q3 2022 | $3,119,000 | +8.4% | 56,445 | +16.0% | 1.16% | +14.9% |
| Q2 2022 | $2,876,000 | +1093.4% | 48,659 | +1225.1% | 1.01% | +1323.9% |
| Q1 2022 | $241,000 | -21.5% | 3,672 | -20.9% | 0.07% | -20.2% |
| Q4 2021 | $307,000 | -30.7% | 4,642 | +26.1% | 0.09% | -44.7% |
| Q2 2021 | $443,000 | +2.3% | 3,682 | -2.4% | 0.16% | -13.4% |
| Q1 2021 | $433,000 | -12.2% | 3,774 | -17.6% | 0.19% | -17.3% |
| Q4 2020 | $493,000 | – | 4,582 | – | 0.22% | – |
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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% |