WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,229,800 | +93.4% | 20,000 | +100.0% | 0.16% | +2.5% |
| Q2 2023 | $636,000 | +2.7% | 10,000 | 0.0% | 0.16% | 0.0% |
| Q1 2023 | $619,000 | -0.2% | 10,000 | 0.0% | 0.16% | -10.8% |
| Q4 2022 | $620,000 | -99.9% | 10,000 | 0.0% | 0.18% | +4.8% |
| Q3 2022 | $553,000,000 | -6.4% | 10,000 | 0.0% | 0.17% | -4.0% |
| Q2 2022 | $591,000,000 | -10.0% | 10,000 | 0.0% | 0.18% | +10.8% |
| Q1 2022 | $657,000,000 | -0.5% | 10,000 | 0.0% | 0.16% | +18.8% |
| Q4 2021 | $660,000,000 | -45.4% | 10,000 | -1.2% | 0.13% | -43.6% |
| Q3 2021 | $1,208,000,000 | -2.1% | 10,125 | 0.0% | 0.24% | -6.3% |
| Q2 2021 | $1,234,000,000 | +6.3% | 10,125 | 0.0% | 0.25% | -3.4% |
| Q1 2021 | $1,161,000,000 | +6.7% | 10,125 | 0.0% | 0.26% | -3.0% |
| Q4 2020 | $1,088,000,000 | +10.7% | 10,125 | 0.0% | 0.27% | -3.2% |
| Q3 2020 | $983,000,000 | +4.6% | 10,125 | 0.0% | 0.28% | -6.4% |
| Q2 2020 | $940,000,000 | +14.7% | 10,125 | 0.0% | 0.30% | -1.3% |
| Q1 2020 | $819,518,000 | +76276.3% | 10,125 | 0.0% | 0.30% | +0.7% |
| Q4 2019 | $1,073,000 | – | 10,125 | – | 0.30% | – |
Download | ||||||
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% |