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 | $50,291 | -3.3% | 817,880 | -0.0% | 0.10% | -1.9% |
| Q2 2023 | $52,025 | +8.6% | 818,007 | +5.6% | 0.11% | +5.0% |
| Q1 2023 | $47,902 | +1.9% | 774,362 | +2.0% | 0.10% | -10.6% |
| Q4 2022 | $47,018 | -99.9% | 758,979 | +4.3% | 0.11% | +8.7% |
| Q3 2022 | $40,220,000 | -3.4% | 727,843 | +3.3% | 0.10% | -3.7% |
| Q2 2022 | $41,636,000 | -0.4% | 704,513 | +10.7% | 0.11% | +12.5% |
| Q1 2022 | $41,811,000 | +4.0% | 636,207 | +4.5% | 0.10% | +5.5% |
| Q4 2021 | $40,222,000 | +11.9% | 609,066 | +102.1% | 0.09% | +1.1% |
| Q3 2021 | $35,950,000 | +2.2% | 301,368 | +3.1% | 0.09% | +1.1% |
| Q2 2021 | $35,174,000 | +4.8% | 292,344 | -0.1% | 0.09% | -6.3% |
| Q1 2021 | $33,574,000 | +5.9% | 292,768 | -0.8% | 0.10% | 0.0% |
| Q4 2020 | $31,714,000 | +14.9% | 295,022 | +3.7% | 0.10% | +1.1% |
| Q3 2020 | $27,604,000 | +5.6% | 284,467 | +1.1% | 0.09% | -5.1% |
| Q2 2020 | $26,136,000 | +18.6% | 281,401 | +3.4% | 0.10% | -3.9% |
| Q1 2020 | $22,035,000 | -18.5% | 272,246 | +6.7% | 0.10% | 0.0% |
| Q4 2019 | $27,030,000 | +34.7% | 255,175 | +26.0% | 0.10% | +19.8% |
| Q3 2019 | $20,060,000 | +7.4% | 202,485 | +5.1% | 0.09% | +4.9% |
| Q2 2019 | $18,677,000 | +10.1% | 192,746 | +7.1% | 0.08% | +5.1% |
| Q1 2019 | $16,960,000 | +25.9% | 180,013 | +12.9% | 0.08% | +8.3% |
| Q4 2018 | $13,469,000 | +5.5% | 159,493 | +19.2% | 0.07% | +18.0% |
| Q3 2018 | $12,761,000 | +19.7% | 133,750 | +12.6% | 0.06% | +8.9% |
| Q2 2018 | $10,665,000 | +27.5% | 118,827 | +25.7% | 0.06% | +24.4% |
| Q1 2018 | $8,362,000 | -8.3% | 94,497 | -4.5% | 0.04% | -10.0% |
| Q4 2017 | $9,120,000 | – | 99,000 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |