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 | $676,938 | -3.0% | 11,009 | +0.3% | 0.46% | +2.9% |
| Q2 2023 | $697,899 | +0.6% | 10,973 | -2.2% | 0.44% | -3.3% |
| Q1 2023 | $694,025 | -7.0% | 11,219 | -6.8% | 0.46% | -11.4% |
| Q4 2022 | $745,945 | +13.9% | 12,041 | +1.5% | 0.52% | -2.3% |
| Q3 2022 | $655,000 | -7.4% | 11,861 | -1.0% | 0.53% | -0.9% |
| Q2 2022 | $707,000 | -9.8% | 11,975 | +0.4% | 0.54% | +6.8% |
| Q1 2022 | $784,000 | -2.6% | 11,929 | -2.1% | 0.50% | +1.8% |
| Q4 2021 | $805,000 | +2.7% | 12,182 | +2.1% | 0.49% | -1.8% |
| Q1 2021 | $784,000 | – | 11,929 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |