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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,773 | -9.3% | 1,525 | -6.2% | 0.01% | 0.0% |
| Q2 2023 | $103,350 | -3.1% | 1,625 | -5.8% | 0.01% | -9.1% |
| Q1 2023 | $106,709 | -17.0% | 1,725 | -16.9% | 0.01% | -21.4% |
| Q4 2022 | $128,546 | +11.8% | 2,075 | 0.0% | 0.01% | +27.3% |
| Q3 2022 | $115,000 | -6.5% | 2,075 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $123,000 | -11.5% | 2,075 | -1.7% | 0.01% | +10.0% |
| Q1 2022 | $139,000 | -9.2% | 2,110 | -9.1% | 0.01% | 0.0% |
| Q4 2021 | $153,000 | – | 2,320 | – | 0.01% | – |
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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% |