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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $635,124 | +70.7% | 10,252 | +52.3% | 0.03% | +27.3% |
Q3 2022 | $372,000 | +0.8% | 6,730 | +9.0% | 0.02% | -33.3% |
Q2 2022 | $369,000 | -64.8% | 6,172 | -61.3% | 0.03% | -44.1% |
Q1 2022 | $1,049,000 | +220.8% | 15,957 | +222.4% | 0.06% | +110.7% |
Q4 2021 | $327,000 | -98.4% | 4,950 | -97.2% | 0.03% | -98.3% |
Q1 2021 | $20,419,000 | +23643.0% | 178,055 | +22212.7% | 1.63% | +20312.5% |
Q4 2020 | $86,000 | – | 798 | – | 0.01% | – |
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% |