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 | $5,141,782 | -13.4% | 83,620 | -10.4% | 0.07% | -11.1% |
| Q2 2023 | $5,936,869 | +3.7% | 93,347 | +0.9% | 0.08% | -4.7% |
| Q1 2023 | $5,724,030 | +2.5% | 92,532 | +2.7% | 0.08% | -5.6% |
| Q4 2022 | $5,584,297 | +11.3% | 90,142 | -0.7% | 0.09% | +3.4% |
| Q3 2022 | $5,015,453 | -12.3% | 90,761 | -6.2% | 0.09% | -18.7% |
| Q2 2022 | $5,718,000 | -37.2% | 96,752 | -30.2% | 0.11% | -29.6% |
| Q1 2022 | $9,110,000 | – | 138,612 | – | 0.15% | – |
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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% |