WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,615 | -3.3% | 5,084 | 0.0% | 0.10% | +4.3% |
| Q2 2023 | $323,342 | +2.8% | 5,084 | 0.0% | 0.09% | -9.8% |
| Q1 2023 | $314,496 | -0.1% | 5,084 | 0.0% | 0.10% | -5.6% |
| Q4 2022 | $314,954 | +24.5% | 5,084 | +10.9% | 0.11% | +50.0% |
| Q3 2022 | $253,000 | -6.6% | 4,584 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $271,000 | -10.0% | 4,584 | 0.0% | 0.07% | +9.2% |
| Q1 2022 | $301,000 | -0.7% | 4,584 | 0.0% | 0.06% | -3.0% |
| Q4 2021 | $303,000 | +11.0% | 4,584 | +100.0% | 0.07% | -4.3% |
| Q3 2021 | $273,000 | -1.1% | 2,292 | 0.0% | 0.07% | -4.1% |
| Q2 2021 | $276,000 | +4.9% | 2,292 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $263,000 | +7.8% | 2,292 | 0.0% | 0.07% | -2.7% |
| Q4 2020 | $244,000 | +9.9% | 2,292 | 0.0% | 0.08% | -2.6% |
| Q3 2020 | $222,000 | +4.2% | 2,292 | 0.0% | 0.08% | -3.8% |
| Q2 2020 | $213,000 | – | 2,292 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| High Net Worth Advisory Group LLC | 14,580 | $967,820 | 0.36% |
| OPTIMUM INVESTMENT ADVISORS | 1,130 | $75,009 | 0.04% |
| Pacifica Partners Inc. | 784 | $50,192 | 0.02% |
| Bartlett & Co. LLC | 1,233 | $82 | 0.00% |