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 | $165,245,282 | -6.9% | 2,687,351 | -3.7% | 0.02% | 0.0% |
| Q2 2023 | $177,494,403 | +1.6% | 2,790,792 | -1.2% | 0.02% | -10.5% |
| Q1 2023 | $174,781,889 | -3.3% | 2,825,442 | -3.2% | 0.02% | -9.5% |
| Q4 2022 | $180,789,086 | +12.5% | 2,918,306 | +0.4% | 0.02% | -4.5% |
| Q3 2022 | $160,641,000 | -6.7% | 2,907,009 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $172,115,000 | -10.3% | 2,912,255 | -0.2% | 0.02% | -15.4% |
| Q1 2022 | $191,852,000 | -0.9% | 2,919,224 | -0.5% | 0.03% | +8.3% |
| Q4 2021 | $193,682,000 | +12.1% | 2,932,793 | +102.5% | 0.02% | +4.3% |
| Q3 2021 | $172,808,000 | +4.1% | 1,448,637 | +5.0% | 0.02% | +4.5% |
| Q2 2021 | $166,075,000 | +5.0% | 1,380,274 | +0.0% | 0.02% | -4.3% |
| Q1 2021 | $158,234,000 | +11.0% | 1,379,786 | +4.1% | 0.02% | +4.5% |
| Q4 2020 | $142,526,000 | +7.7% | 1,325,827 | -2.8% | 0.02% | -15.4% |
| Q3 2020 | $132,341,000 | +1.7% | 1,363,782 | -2.6% | 0.03% | -10.3% |
| Q2 2020 | $130,108,000 | +11.5% | 1,400,821 | -2.8% | 0.03% | -9.4% |
| Q1 2020 | $116,674,000 | +3.1% | 1,441,484 | +34.9% | 0.03% | +23.1% |
| Q4 2019 | $113,162,000 | +13.3% | 1,068,267 | +6.0% | 0.03% | 0.0% |
| Q3 2019 | $99,884,000 | +3.2% | 1,008,212 | +1.0% | 0.03% | 0.0% |
| Q2 2019 | $96,747,000 | -11.1% | 998,422 | -13.5% | 0.03% | -16.1% |
| Q1 2019 | $108,782,000 | +2.4% | 1,154,548 | -8.2% | 0.03% | -3.1% |
| Q4 2018 | $106,258,000 | -9.2% | 1,258,240 | +2.6% | 0.03% | +10.3% |
| Q3 2018 | $117,042,000 | +2.6% | 1,226,730 | -3.4% | 0.03% | -6.5% |
| Q2 2018 | $114,024,000 | -2.9% | 1,270,475 | -4.3% | 0.03% | -6.1% |
| Q1 2018 | $117,457,000 | -7.7% | 1,327,346 | -3.9% | 0.03% | -5.7% |
| Q4 2017 | $127,202,000 | +2.5% | 1,380,830 | -3.4% | 0.04% | -5.4% |
| Q3 2017 | $124,115,000 | -8.4% | 1,429,241 | -11.3% | 0.04% | -9.8% |
| Q2 2017 | $135,551,000 | -50.4% | 1,612,167 | -51.0% | 0.04% | -2.4% |
| Q1 2017 | $273,108,000 | +2.1% | 3,293,228 | -1.6% | 0.04% | -4.5% |
| Q4 2016 | $267,506,000 | +128.2% | 3,348,006 | +119.9% | 0.04% | +10.0% |
| Q3 2016 | $117,204,000 | +1.1% | 1,522,328 | -0.5% | 0.04% | -4.8% |
| Q2 2016 | $115,968,000 | +14.8% | 1,530,730 | +11.2% | 0.04% | +7.7% |
| Q1 2016 | $101,050,000 | +11.7% | 1,376,702 | +8.3% | 0.04% | +18.2% |
| Q4 2015 | $90,433,000 | +9.4% | 1,271,194 | +3.5% | 0.03% | +6.5% |
| Q3 2015 | $82,686,000 | -12.2% | 1,228,606 | -5.4% | 0.03% | -6.1% |
| Q2 2015 | $94,159,000 | -2.9% | 1,298,917 | -1.9% | 0.03% | -8.3% |
| Q1 2015 | $97,018,000 | -1.9% | 1,323,579 | -0.7% | 0.04% | 0.0% |
| Q4 2014 | $98,864,000 | +15.4% | 1,333,114 | +10.7% | 0.04% | +9.1% |
| Q3 2014 | $85,679,000 | +2.3% | 1,203,869 | +1.8% | 0.03% | 0.0% |
| Q2 2014 | $83,719,000 | +15.4% | 1,182,369 | +10.3% | 0.03% | +10.0% |
| Q1 2014 | $72,529,000 | +5.8% | 1,072,116 | +4.0% | 0.03% | +3.4% |
| Q4 2013 | $68,578,000 | +18.0% | 1,030,629 | +8.6% | 0.03% | +7.4% |
| Q3 2013 | $58,110,000 | +10.3% | 949,360 | +7.8% | 0.03% | 0.0% |
| Q2 2013 | $52,671,000 | – | 880,641 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |