WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,319,119 | -5.2% | 4,152,206 | -2.0% | 0.22% | -4.8% |
| Q2 2023 | $269,452,780 | +0.6% | 4,236,679 | -2.1% | 0.23% | -2.1% |
| Q1 2023 | $267,791,009 | -0.2% | 4,328,985 | -0.1% | 0.24% | -8.9% |
| Q4 2022 | $268,418,030 | +13.8% | 4,332,817 | +1.5% | 0.26% | +4.5% |
| Q3 2022 | $235,916,000 | -2.6% | 4,269,205 | +4.2% | 0.25% | +3.8% |
| Q2 2022 | $242,136,000 | -10.1% | 4,097,061 | -0.1% | 0.24% | +0.8% |
| Q1 2022 | $269,442,000 | -0.4% | 4,099,828 | +0.1% | 0.24% | +5.4% |
| Q4 2021 | $270,476,000 | +10.0% | 4,095,655 | +98.7% | 0.22% | -1.3% |
| Q3 2021 | $245,932,000 | -2.2% | 2,061,636 | -1.4% | 0.23% | -0.4% |
| Q2 2021 | $251,577,000 | +3.1% | 2,090,909 | -1.7% | 0.23% | -3.8% |
| Q1 2021 | $244,021,000 | +1.7% | 2,127,845 | -4.7% | 0.24% | -2.1% |
| Q4 2020 | $239,950,000 | +9.6% | 2,232,087 | -1.0% | 0.24% | -10.4% |
| Q3 2020 | $218,843,000 | +2.6% | 2,255,185 | -1.8% | 0.27% | -4.9% |
| Q2 2020 | $213,390,000 | +16.7% | 2,297,476 | +1.7% | 0.28% | +23.5% |
| Q1 2020 | $182,915,000 | -22.6% | 2,259,870 | +1.3% | 0.23% | -1.3% |
| Q4 2019 | $236,259,000 | +7.8% | 2,230,323 | +0.8% | 0.23% | +6.4% |
| Q3 2019 | $219,158,000 | -1.0% | 2,212,155 | -3.2% | 0.22% | +0.9% |
| Q2 2019 | $221,369,000 | -3.4% | 2,284,509 | -6.1% | 0.22% | -5.2% |
| Q1 2019 | $229,174,000 | +9.7% | 2,432,315 | -1.6% | 0.23% | -1.7% |
| Q4 2018 | $208,821,000 | -8.1% | 2,472,723 | +3.8% | 0.23% | +7.9% |
| Q3 2018 | $227,244,000 | +4.5% | 2,381,750 | -1.7% | 0.22% | +0.5% |
| Q2 2018 | $217,376,000 | -1.1% | 2,422,021 | -2.5% | 0.22% | -0.9% |
| Q1 2018 | $219,775,000 | -4.7% | 2,483,606 | -0.8% | 0.22% | -3.1% |
| Q4 2017 | $230,703,000 | +2.8% | 2,504,390 | -3.1% | 0.22% | -3.9% |
| Q3 2017 | $224,450,000 | -0.5% | 2,584,635 | -3.7% | 0.23% | -3.7% |
| Q2 2017 | $225,618,000 | -0.5% | 2,683,393 | -1.8% | 0.24% | -3.6% |
| Q1 2017 | $226,686,000 | +0.5% | 2,733,477 | -3.2% | 0.25% | -2.3% |
| Q4 2016 | $225,614,000 | +4.6% | 2,823,715 | +0.8% | 0.26% | +2.4% |
| Q3 2016 | $215,683,000 | +2.2% | 2,801,428 | +0.5% | 0.25% | +1.6% |
| Q2 2016 | $211,075,000 | +3.7% | 2,786,114 | +0.5% | 0.25% | +3.8% |
| Q1 2016 | $203,578,000 | +2.3% | 2,773,538 | -0.9% | 0.24% | +1.7% |
| Q4 2015 | $199,033,000 | +2.7% | 2,797,761 | -2.8% | 0.23% | +1.3% |
| Q3 2015 | $193,786,000 | -6.7% | 2,879,455 | +0.5% | 0.23% | -0.4% |
| Q2 2015 | $207,733,000 | -6.1% | 2,865,663 | -5.1% | 0.23% | -4.5% |
| Q1 2015 | $221,248,000 | -0.0% | 3,018,377 | +1.1% | 0.24% | 0.0% |
| Q4 2014 | $221,333,000 | +6.2% | 2,984,536 | +1.9% | 0.24% | -1.2% |
| Q3 2014 | $208,454,000 | +18.0% | 2,928,944 | +17.4% | 0.25% | +9.3% |
| Q2 2014 | $176,694,000 | +1.8% | 2,495,487 | -2.8% | 0.22% | -1.3% |
| Q1 2014 | $173,606,000 | +3.1% | 2,566,212 | +1.4% | 0.23% | +2.2% |
| Q4 2013 | $168,372,000 | +8.2% | 2,530,384 | -0.4% | 0.22% | -1.8% |
| Q3 2013 | $155,545,000 | +11.1% | 2,541,143 | +8.5% | 0.23% | +10.7% |
| Q2 2013 | $140,023,000 | – | 2,341,091 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |