WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 323 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $50,174,032 | +44826.6% | 689,678 | +43968.9% | 0.86% | +14166.7% |
| Q1 2024 | $111,680 | +312.5% | 1,565 | +283.6% | 0.01% | +500.0% |
| Q4 2023 | $27,072 | -45.6% | 408 | -49.6% | 0.00% | 0.0% |
| Q3 2023 | $49,788 | +94.6% | 810 | +101.5% | 0.00% | -50.0% |
| Q2 2023 | $25,588 | +3.5% | 402 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $24,731 | +0.4% | 400 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $24,622 | +11.9% | 397 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -4.3% | 395 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -11.5% | 392 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | 0.0% | 389 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +13.0% | 388 | +101.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 193 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 191 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | – | 190 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |