WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 310 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,689,464 | -50.7% | 23,223 | -51.1% | 1.05% | -42.5% |
| Q1 2024 | $3,425,784 | +117.5% | 47,456 | +100.0% | 1.83% | +88.8% |
| Q4 2023 | $1,574,929 | +4.3% | 23,726 | -3.4% | 0.97% | -6.0% |
| Q3 2023 | $1,510,637 | -3.2% | 24,567 | +0.1% | 1.03% | -0.1% |
| Q2 2023 | $1,560,524 | +4.4% | 24,537 | +1.6% | 1.03% | +3.6% |
| Q1 2023 | $1,494,087 | +0.1% | 24,153 | +0.2% | 0.99% | +26.3% |
| Q4 2022 | $1,493,210 | +13.6% | 24,103 | +1.4% | 0.79% | -10.4% |
| Q3 2022 | $1,314,000 | -0.2% | 23,771 | +6.8% | 0.88% | +4.0% |
| Q2 2022 | $1,316,000 | +13.7% | 22,259 | +26.4% | 0.84% | +17.5% |
| Q1 2022 | $1,157,000 | +0.1% | 17,609 | +0.6% | 0.72% | -22.1% |
| Q4 2021 | $1,156,000 | – | 17,497 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |