WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 305 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $405 | +0.7% | 5,569 | +0.2% | 0.21% | -13.3% |
Q1 2024 | $402 | +5.2% | 5,559 | -3.6% | 0.24% | -6.2% |
Q4 2023 | $382 | +3.2% | 5,765 | -4.3% | 0.26% | -6.9% |
Q3 2023 | $370 | -5.6% | 6,022 | -2.0% | 0.28% | -5.5% |
Q2 2023 | $392 | +3.4% | 6,146 | +0.2% | 0.29% | -5.8% |
Q1 2023 | $379 | -0.3% | 6,133 | +0.5% | 0.31% | -7.2% |
Q4 2022 | $380 | -99.8% | 6,104 | +51.2% | 0.33% | +54.6% |
Q3 2022 | $223,000 | -5.9% | 4,037 | +0.7% | 0.22% | -0.5% |
Q2 2022 | $237,000 | -9.5% | 4,008 | +0.7% | 0.22% | +4.3% |
Q1 2022 | $262,000 | – | 3,982 | – | 0.21% | – |
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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% |