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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $504,000 | +58.5% | 7,676 | +59.4% | 0.00% | – |
| Q4 2021 | $318,000 | +9.3% | 4,816 | +97.6% | 0.00% | – |
| Q3 2021 | $291,000 | -0.7% | 2,437 | -0.1% | 0.00% | – |
| Q2 2021 | $293,000 | -3.0% | 2,439 | -7.3% | 0.00% | – |
| Q1 2021 | $302,000 | +41.8% | 2,630 | +33.0% | 0.00% | – |
| Q4 2020 | $213,000 | -8.6% | 1,977 | -31.2% | 0.00% | – |
| Q1 2020 | $233,000 | -25.3% | 2,873 | -2.3% | 0.00% | – |
| Q4 2019 | $312,000 | +32.8% | 2,942 | -8.0% | 0.00% | – |
| Q1 2016 | $235,000 | +3.1% | 3,199 | 0.0% | 0.00% | – |
| Q4 2015 | $228,000 | -34.5% | 3,199 | -38.1% | 0.00% | -100.0% |
| Q3 2015 | $348,000 | +50.0% | 5,169 | +61.6% | 0.00% | – |
| Q2 2015 | $232,000 | -18.6% | 3,199 | -17.7% | 0.00% | -100.0% |
| Q1 2015 | $285,000 | -1.0% | 3,888 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $288,000 | +4.7% | 3,888 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $275,000 | -6.1% | 3,888 | -10.2% | 0.00% | 0.0% |
| Q1 2014 | $293,000 | -15.3% | 4,328 | -16.8% | 0.00% | 0.0% |
| Q4 2013 | $346,000 | +21.4% | 5,202 | +11.9% | 0.00% | 0.0% |
| Q3 2013 | $285,000 | -2.4% | 4,648 | -4.8% | 0.00% | 0.0% |
| Q2 2013 | $292,000 | – | 4,883 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |