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 ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |