Capital Directions Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 298 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$21,682
+14.1%
3500.01%
+14.3%
Q3 2022$19,000
-9.5%
0
-100.0%
0.01%0.0%
Q2 2022$21,000
-8.7%
3500.0%0.01%0.0%
Q1 2022$23,000
+9.5%
350
+100.0%
0.01%
+16.7%
Q3 2021$21,0001750.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Vista, LLC 392,887$34,767,00010.15%
Delta Dental Plan of Michigan, Inc. 204,081$18,059,0005.59%
WADE G W & INC 355,606$31,468,0003.64%
Clearwater Capital Advisors, LLC 144,859$12,819,0002.65%
PagnatoKarp Partners LLC 66,088$5,848,128,0002.47%
Live Your Vision, LLC 73,481$6,585,0002.23%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 303,719$26,876,0002.16%
Oak Point Wealth Management 24,170$2,095,0002.14%
RiverFront Investment Group, LLC 1,015,342$89,847,0002.10%
Vestpro Financial Partners, Inc. dba CPF Texas 39,247$3,473,0001.78%
View complete list of WISDOMTREE TR shareholders