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 | $25 | -7.4% | 410 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $27 | +3.8% | 410 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26 | +4.0% | 410 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $25 | -99.9% | 410 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $24,000 | -4.0% | 410 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -7.4% | 410 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $27,000 | 0.0% | 410 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | +12.5% | 410 | +100.0% | 0.01% | +25.0% |
| Q3 2021 | $24,000 | -4.0% | 205 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $25,000 | +4.2% | 205 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +9.1% | 205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | +10.0% | 205 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | -9.1% | 205 | -14.6% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | -45.0% | 240 | -51.3% | 0.01% | -54.5% |
| Q1 2020 | $40,000 | -23.1% | 493 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $52,000 | +6.1% | 493 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $49,000 | +113.0% | 493 | +105.4% | 0.01% | +116.7% |
| Q2 2019 | $23,000 | -14.8% | 240 | -17.2% | 0.01% | -25.0% |
| Q1 2019 | $27,000 | +22.7% | 290 | +13.3% | 0.01% | +14.3% |
| Q4 2018 | $22,000 | +15.8% | 256 | +28.0% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | +5.6% | 200 | +1.5% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | +12.5% | 197 | +7.7% | 0.01% | +16.7% |
| Q1 2018 | $16,000 | +33.3% | 183 | +40.8% | 0.01% | +50.0% |
| Q4 2017 | $12,000 | +9.1% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | +57.1% | 130 | +44.4% | 0.00% | +33.3% |
| Q1 2017 | $7,000 | -12.5% | 90 | -10.0% | 0.00% | -25.0% |
| Q4 2016 | $8,000 | -52.9% | 100 | -54.8% | 0.00% | -55.6% |
| Q3 2016 | $17,000 | -26.1% | 221 | -26.1% | 0.01% | -25.0% |
| Q2 2016 | $23,000 | +4.5% | 299 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $22,000 | – | 299 | – | 0.01% | – |
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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% |