WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,624 | -3.3% | 6,971 | +0.0% | 0.01% | -14.3% |
| Q2 2023 | $443,247 | +2.8% | 6,969 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $430,989 | +5.3% | 6,967 | +5.4% | 0.01% | 0.0% |
| Q4 2022 | $409,363 | +12.2% | 6,608 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $365,000 | -6.6% | 6,608 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $391,000 | +7.1% | 6,608 | +18.9% | 0.01% | +16.7% |
| Q1 2022 | $365,000 | -4.7% | 5,556 | -4.3% | 0.01% | 0.0% |
| Q4 2021 | $383,000 | +10.7% | 5,806 | +100.0% | 0.01% | -14.3% |
| Q3 2021 | $346,000 | -0.9% | 2,903 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $349,000 | -24.9% | 2,903 | -28.4% | 0.01% | -30.0% |
| Q1 2021 | $465,000 | – | 4,057 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 295,027 | $28,149,000 | 5.76% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 201,202 | $19,197,000 | 5.68% |
| WADE G W & INC | 367,210 | $35,035,000 | 3.72% |
| Clearwater Capital Advisors, LLC | 146,185 | $13,948,000 | 2.72% |
| Live Your Vision, LLC | 77,506 | $7,395,000 | 2.35% |
| Guidant Wealth Advisors | 109,981 | $5,347,000 | 2.23% |
| RiverFront Investment Group, LLC | 977,654 | $93,277,000 | 2.20% |
| PagnatoKarp Partners LLC | 68,219 | $6,509,000 | 1.90% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 38,132 | $3,638,000 | 1.73% |
| CX Institutional | 53,235 | $5,079,000 | 1.68% |