WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,653 | +14982.8% | 157 | +15600.0% | 0.00% | – |
| Q2 2023 | $64 | +3.2% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $62 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $62 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q4 2021 | $23,000 | +9.5% | 355 | +99.4% | 0.00% | – |
| Q3 2021 | $21,000 | 0.0% | 178 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | – | 178 | +17700.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q4 2020 | $17,000 | – | 160 | +15900.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.6% | 0.00% | – |
| Q1 2016 | $17,000 | +183.3% | 234 | +175.3% | 0.00% | – |
| Q2 2015 | $6,000 | -64.7% | 85 | -63.7% | 0.00% | – |
| Q1 2015 | $17,000 | -22.7% | 234 | -42.4% | 0.00% | -100.0% |
| Q4 2012 | $22,000 | – | 406 | – | 0.00% | – |
Download | ||||||
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% |