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 | $375,457 | -3.3% | 6,106 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $388,341 | +2.8% | 6,106 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $377,717 | -0.1% | 6,106 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $378,266 | +12.2% | 6,106 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $337,000 | -6.6% | 6,106 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $361,000 | -10.0% | 6,106 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $401,000 | – | 6,106 | – | 0.02% | – |
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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% |