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 | $10,244 | -99.9% | 166,596 | +0.7% | 6.00% | +0.4% |
| Q2 2023 | $10,517,891 | +5.6% | 165,376 | +2.7% | 5.98% | +0.5% |
| Q1 2023 | $9,962,082 | +8.4% | 161,042 | +8.6% | 5.95% | -0.8% |
| Q4 2022 | $9,188,029 | +11.7% | 148,313 | -0.4% | 5.99% | +4.5% |
| Q3 2022 | $8,229,000 | +0.6% | 148,912 | +7.6% | 5.74% | +4.9% |
| Q2 2022 | $8,176,000 | -9.9% | 138,346 | +0.2% | 5.46% | +2.5% |
| Q1 2022 | $9,074,000 | +1.4% | 138,075 | +1.9% | 5.33% | +4.3% |
| Q4 2021 | $8,952,000 | +13.8% | 135,546 | +105.5% | 5.11% | +4.8% |
| Q3 2021 | $7,868,000 | – | 65,960 | – | 4.88% | – |
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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% |