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 | $29,023 | -3.3% | 472 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $30,019 | +2.8% | 472 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,198 | -0.1% | 472 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $29,240 | +12.5% | 472 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 472 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $28,000 | -9.7% | 472 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | 0.0% | 472 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 472 | +100.0% | 0.01% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 236 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 236 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | -6.9% | 236 | -11.3% | 0.01% | -16.7% |
| Q4 2020 | $29,000 | +11.5% | 266 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 266 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $25,000 | +13.6% | 266 | 0.0% | 0.01% | -27.3% |
| Q1 2020 | $22,000 | -21.4% | 266 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $28,000 | +7.7% | 266 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $26,000 | 0.0% | 266 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | +4.0% | 266 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $25,000 | +13.6% | 266 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $22,000 | -12.0% | 266 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $25,000 | +4.2% | 266 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $24,000 | 0.0% | 266 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $24,000 | -4.0% | 266 | 0.0% | 0.02% | -11.8% |
| Q4 2017 | $25,000 | -3.8% | 266 | -9.8% | 0.02% | +13.3% |
| Q3 2017 | $26,000 | +4.0% | 295 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $25,000 | -32.4% | 295 | -33.6% | 0.02% | -40.7% |
| Q1 2017 | $37,000 | +5.7% | 444 | 0.0% | 0.03% | -6.9% |
| Q4 2016 | $35,000 | – | 444 | – | 0.03% | – |
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% |