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 | $94,282,573 | -0.2% | 1,533,299 | +3.2% | 0.01% | 0.0% |
| Q2 2023 | $94,515,821 | +0.3% | 1,486,098 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $94,216,420 | -21.4% | 1,523,059 | -21.3% | 0.01% | -28.6% |
| Q4 2022 | $119,841,578 | +11.7% | 1,934,489 | -0.4% | 0.01% | +7.7% |
| Q3 2022 | $107,333,000 | +6.4% | 1,942,333 | +13.8% | 0.01% | +18.2% |
| Q2 2022 | $100,867,000 | -5.0% | 1,706,703 | +5.6% | 0.01% | +10.0% |
| Q1 2022 | $106,194,000 | -8.3% | 1,615,855 | -7.9% | 0.01% | -9.1% |
| Q4 2021 | $115,863,000 | +31.5% | 1,754,427 | +137.6% | 0.01% | +22.2% |
| Q3 2021 | $88,093,000 | -16.3% | 738,480 | -15.6% | 0.01% | -18.2% |
| Q2 2021 | $105,297,000 | -4.6% | 875,145 | -9.1% | 0.01% | -8.3% |
| Q1 2021 | $110,428,000 | -0.3% | 962,919 | -6.6% | 0.01% | -14.3% |
| Q4 2020 | $110,781,000 | +10.7% | 1,030,517 | -0.0% | 0.01% | 0.0% |
| Q3 2020 | $100,036,000 | +2.0% | 1,030,875 | -2.3% | 0.01% | -6.7% |
| Q2 2020 | $98,044,000 | -0.3% | 1,055,601 | -13.1% | 0.02% | -16.7% |
| Q1 2020 | $98,291,000 | +25.2% | 1,214,366 | +63.8% | 0.02% | +63.6% |
| Q4 2019 | $78,531,000 | +14.5% | 741,354 | +7.1% | 0.01% | +10.0% |
| Q3 2019 | $68,579,000 | +8.0% | 692,221 | +5.6% | 0.01% | 0.0% |
| Q2 2019 | $63,523,000 | +15.5% | 655,553 | +12.3% | 0.01% | +11.1% |
| Q1 2019 | $55,010,000 | +8.4% | 583,850 | -2.9% | 0.01% | 0.0% |
| Q4 2018 | $50,760,000 | -7.0% | 601,064 | +5.0% | 0.01% | 0.0% |
| Q3 2018 | $54,603,000 | +6.2% | 572,293 | -0.1% | 0.01% | 0.0% |
| Q2 2018 | $51,406,000 | -9.9% | 572,770 | -11.2% | 0.01% | -10.0% |
| Q1 2018 | $57,066,000 | -4.4% | 644,886 | -0.5% | 0.01% | 0.0% |
| Q4 2017 | $59,719,000 | +7.5% | 648,272 | +1.4% | 0.01% | +11.1% |
| Q3 2017 | $55,539,000 | +1.0% | 639,559 | -2.2% | 0.01% | -18.2% |
| Q2 2017 | $54,981,000 | -4.2% | 653,905 | -5.5% | 0.01% | 0.0% |
| Q1 2017 | $57,381,000 | -5.0% | 691,920 | -8.4% | 0.01% | -15.4% |
| Q4 2016 | $60,370,000 | +5.7% | 755,560 | +1.8% | 0.01% | 0.0% |
| Q3 2016 | $57,121,000 | +5.1% | 741,927 | +3.5% | 0.01% | 0.0% |
| Q2 2016 | $54,326,000 | +9.9% | 717,083 | +6.5% | 0.01% | +8.3% |
| Q1 2016 | $49,433,000 | +4.0% | 673,473 | +0.8% | 0.01% | +9.1% |
| Q4 2015 | $47,538,000 | +13.7% | 668,222 | +7.6% | 0.01% | +10.0% |
| Q3 2015 | $41,814,000 | +28.4% | 621,287 | +38.3% | 0.01% | -9.1% |
| Q2 2015 | $32,560,000 | +15.0% | 449,159 | +16.2% | 0.01% | +10.0% |
| Q1 2015 | $28,323,000 | -10.5% | 386,391 | -9.5% | 0.01% | -9.1% |
| Q4 2014 | $31,654,000 | +17.9% | 426,841 | +13.2% | 0.01% | +22.2% |
| Q3 2014 | $26,841,000 | +14.0% | 377,133 | +13.4% | 0.01% | +12.5% |
| Q2 2014 | $23,547,000 | +8.7% | 332,550 | +3.9% | 0.01% | 0.0% |
| Q1 2014 | $21,659,000 | -5.1% | 320,163 | -6.6% | 0.01% | 0.0% |
| Q4 2013 | $22,813,000 | -1.3% | 342,875 | -9.2% | 0.01% | -11.1% |
| Q3 2013 | $23,122,000 | -37.8% | 377,752 | -39.2% | 0.01% | -43.8% |
| Q2 2013 | $37,152,000 | – | 621,171 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 537,629 | $35,505,000 | 10.22% |
| ShoreHaven Wealth Partners, LLC | 222,384 | $14,686,000 | 7.28% |
| IAG Wealth Partners, LLC | 306,042 | $20,211,000 | 6.48% |
| Meridian Financial Partners LLC | 147,416 | $9,557,000 | 6.47% |
| FIDELIS iM, LLC | 135,546 | $8,952,000 | 5.11% |
| WADE G W & INC | 1,386,365 | $91,556,000 | 3.97% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 46,603 | $3,078,000 | 2.78% |
| Traverso Chambers Private Wealth Management, LLC | 136,520 | $9,016,000 | 2.67% |
| MOLLER WEALTH PARTNERS | 107,989 | $7,132,000 | 2.28% |
| Key FInancial Inc | 68,716 | $4,538,000 | 2.27% |