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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $213,181 | -0.1% | 3,446 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $213,288 | +2.5% | 3,443 | -2.2% | 0.01% | +25.0% |
| Q2 2022 | $208,000 | -9.6% | 3,521 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $230,000 | -7.6% | 3,504 | +14.0% | 0.00% | -42.9% |
| Q1 2020 | $249,000 | -19.7% | 3,075 | +4.9% | 0.01% | 0.0% |
| Q4 2019 | $310,000 | +17.9% | 2,930 | +10.4% | 0.01% | +16.7% |
| Q3 2019 | $263,000 | +2.3% | 2,655 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $257,000 | -8.2% | 2,648 | -10.8% | 0.01% | 0.0% |
| Q1 2019 | $280,000 | +38.6% | 2,968 | +40.0% | 0.01% | +50.0% |
| Q3 2018 | $202,000 | -35.9% | 2,120 | -41.6% | 0.00% | -42.9% |
| Q3 2017 | $315,000 | +3.3% | 3,633 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $305,000 | +1.3% | 3,633 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $301,000 | +6.4% | 3,633 | +2.7% | 0.01% | 0.0% |
| Q4 2016 | $283,000 | +4.0% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $272,000 | +1.5% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $268,000 | +3.1% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $260,000 | +3.2% | 3,538 | 0.0% | 0.01% | +16.7% |
| Q4 2015 | $252,000 | +5.9% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $238,000 | -7.0% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $256,000 | -1.2% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $259,000 | -1.1% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $262,000 | +4.0% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $252,000 | +0.4% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $251,000 | +5.0% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $239,000 | +1.7% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $235,000 | +8.3% | 3,538 | 0.0% | 0.01% | -14.3% |
| Q3 2013 | $217,000 | +2.4% | 3,538 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $212,000 | – | 3,538 | – | 0.01% | – |
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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% |