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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,260,163 | -2.6% | 20,494 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $1,293,187 | +110808.0% | 20,333 | +7.8% | 0.00% | 0.0% |
| Q1 2023 | $1,166 | +8.2% | 18,854 | +8.4% | 0.00% | 0.0% |
| Q4 2022 | $1,078 | -99.9% | 17,400 | +0.5% | 0.00% | -25.0% |
| Q3 2022 | $957,000 | -5.3% | 17,312 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $1,011,000 | -28.0% | 17,110 | -20.0% | 0.00% | -20.0% |
| Q1 2022 | $1,405,000 | +15.3% | 21,384 | +15.8% | 0.01% | 0.0% |
| Q4 2021 | $1,219,000 | -5.9% | 18,464 | +70.0% | 0.01% | -28.6% |
| Q3 2021 | $1,295,000 | -4.5% | 10,858 | -3.7% | 0.01% | -12.5% |
| Q2 2021 | $1,356,000 | +1533.7% | 11,271 | +951.4% | 0.01% | +100.0% |
| Q3 2016 | $83,000 | – | 1,072 | – | 0.00% | – |
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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% |