WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $342,192 | -3.3% | 5,565 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $353,934 | +2.8% | 5,565 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $344,251 | +99682.9% | 5,565 | 0.0% | 0.02% | +6.7% |
Q4 2022 | $345 | -99.9% | 5,565 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $308,000 | -6.4% | 5,565 | 0.0% | 0.02% | +7.1% |
Q2 2022 | $329,000 | +0.9% | 5,565 | +12.1% | 0.01% | +27.3% |
Q1 2022 | $326,000 | -0.6% | 4,966 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $328,000 | -44.6% | 4,966 | 0.0% | 0.01% | -8.3% |
Q3 2021 | $592,000 | +98.0% | 4,966 | +100.0% | 0.01% | +9.1% |
Q2 2021 | $299,000 | +4.9% | 2,483 | 0.0% | 0.01% | -8.3% |
Q1 2021 | $285,000 | -32.9% | 2,483 | -37.2% | 0.01% | -40.0% |
Q4 2020 | $425,000 | +10.7% | 3,956 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $384,000 | -0.3% | 3,956 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $385,000 | +20.3% | 3,956 | 0.0% | 0.02% | -9.1% |
Q1 2020 | $320,000 | -23.6% | 3,956 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $419,000 | +6.9% | 3,956 | 0.0% | 0.02% | -4.3% |
Q3 2019 | $392,000 | +2.3% | 3,956 | 0.0% | 0.02% | +4.5% |
Q2 2019 | $383,000 | +2.7% | 3,956 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $373,000 | +11.7% | 3,956 | 0.0% | 0.02% | -4.3% |
Q4 2018 | $334,000 | -26.4% | 3,956 | -16.8% | 0.02% | -11.5% |
Q3 2018 | $454,000 | +6.3% | 4,756 | 0.0% | 0.03% | -3.7% |
Q2 2018 | $427,000 | +1.4% | 4,756 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $421,000 | +15.7% | 4,756 | +20.2% | 0.03% | +17.4% |
Q4 2017 | $364,000 | +5.8% | 3,956 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $344,000 | +3.3% | 3,956 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $333,000 | +1.5% | 3,956 | 0.0% | 0.02% | +4.5% |
Q1 2017 | $328,000 | – | 3,956 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |