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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,505 | +27.3% | 7,668 | +31.7% | 0.05% | +32.5% |
| Q2 2023 | $370,406 | -64.0% | 5,824 | -66.6% | 0.04% | -71.6% |
| Q2 2022 | $1,030,000 | +56.5% | 17,434 | +75.0% | 0.14% | +95.8% |
| Q4 2021 | $658,000 | +94.7% | 9,963 | +251.3% | 0.07% | +56.5% |
| Q3 2021 | $338,000 | -56.2% | 2,836 | -55.7% | 0.05% | -83.4% |
| Q2 2021 | $771,000 | – | 6,400 | – | 0.28% | – |
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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% |