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 | $1,409,517 | -3.4% | 22,923 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $1,458,867 | +2.6% | 22,938 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $1,422,195 | +10.0% | 22,991 | +10.1% | 0.00% | 0.0% |
| Q4 2022 | $1,293,290 | +15.5% | 20,876 | +3.0% | 0.00% | 0.0% |
| Q3 2022 | $1,120,000 | -9.2% | 20,274 | -2.9% | 0.00% | 0.0% |
| Q2 2022 | $1,234,000 | -8.7% | 20,883 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $1,351,000 | -3.4% | 20,553 | -3.0% | 0.00% | 0.0% |
| Q4 2021 | $1,399,000 | +11.8% | 21,186 | +102.2% | 0.00% | 0.0% |
| Q3 2021 | $1,251,000 | -21.5% | 10,480 | -20.9% | 0.00% | 0.0% |
| Q2 2021 | $1,594,000 | +13.3% | 13,247 | +7.9% | 0.00% | 0.0% |
| Q1 2021 | $1,407,000 | +15.4% | 12,276 | +8.3% | 0.00% | 0.0% |
| Q4 2020 | $1,219,000 | +17.8% | 11,340 | +6.3% | 0.00% | 0.0% |
| Q3 2020 | $1,035,000 | -14.3% | 10,665 | -17.9% | 0.00% | 0.0% |
| Q2 2020 | $1,207,000 | +156.8% | 12,993 | +123.9% | 0.00% | – |
| Q1 2020 | $470,000 | -62.4% | 5,803 | -50.8% | 0.00% | -100.0% |
| Q4 2019 | $1,250,000 | +5.4% | 11,797 | -1.4% | 0.00% | 0.0% |
| Q3 2019 | $1,186,000 | -13.9% | 11,967 | -15.8% | 0.00% | 0.0% |
| Q2 2019 | $1,377,000 | +0.3% | 14,206 | -2.5% | 0.00% | 0.0% |
| Q1 2019 | $1,373,000 | +18.0% | 14,575 | +5.7% | 0.00% | 0.0% |
| Q4 2018 | $1,164,000 | -11.8% | 13,784 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $1,319,000 | +0.6% | 13,819 | -5.4% | 0.00% | 0.0% |
| Q2 2018 | $1,311,000 | -16.8% | 14,610 | -17.9% | 0.00% | 0.0% |
| Q1 2018 | $1,575,000 | -11.4% | 17,800 | -7.7% | 0.00% | 0.0% |
| Q4 2017 | $1,777,000 | +16.3% | 19,287 | +9.6% | 0.00% | 0.0% |
| Q3 2017 | $1,528,000 | -27.3% | 17,598 | -29.6% | 0.00% | -50.0% |
| Q2 2017 | $2,102,000 | -1.4% | 25,005 | -2.7% | 0.00% | 0.0% |
| Q1 2017 | $2,131,000 | +4.6% | 25,692 | +0.7% | 0.00% | 0.0% |
| Q4 2016 | $2,038,000 | +16.5% | 25,510 | +12.2% | 0.00% | 0.0% |
| Q3 2016 | $1,750,000 | -25.4% | 22,733 | -26.6% | 0.00% | 0.0% |
| Q2 2016 | $2,347,000 | +4.3% | 30,984 | +1.1% | 0.00% | -33.3% |
| Q1 2016 | $2,250,000 | -12.9% | 30,660 | -15.6% | 0.00% | 0.0% |
| Q4 2015 | $2,584,000 | -8.9% | 36,315 | -13.9% | 0.00% | 0.0% |
| Q3 2015 | $2,835,000 | -28.3% | 42,182 | -22.6% | 0.00% | -25.0% |
| Q2 2015 | $3,953,000 | -3.7% | 54,527 | -2.7% | 0.00% | 0.0% |
| Q1 2015 | $4,106,000 | +12.1% | 56,022 | +13.3% | 0.00% | +33.3% |
| Q4 2014 | $3,663,000 | -30.8% | 49,429 | -33.5% | 0.00% | -40.0% |
| Q3 2014 | $5,290,000 | +187.7% | 74,333 | +186.0% | 0.01% | +150.0% |
| Q2 2014 | $1,839,000 | +23.2% | 25,987 | +17.7% | 0.00% | 0.0% |
| Q1 2014 | $1,493,000 | +30.1% | 22,073 | +28.1% | 0.00% | +100.0% |
| Q4 2013 | $1,148,000 | +2.1% | 17,235 | -6.1% | 0.00% | 0.0% |
| Q3 2013 | $1,124,000 | -48.0% | 18,364 | -49.1% | 0.00% | -50.0% |
| Q2 2013 | $2,162,000 | – | 36,110 | – | 0.00% | – |
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% |