WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400 | -37.1% | 6,500 | -35.0% | 0.03% | -35.7% |
| Q2 2023 | $636 | +2.7% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2023 | $619 | 0.0% | 10,000 | 0.0% | 0.04% | -4.4% |
| Q4 2022 | $619 | -99.9% | 10,000 | 0.0% | 0.04% | +4.7% |
| Q3 2022 | $553,000 | -6.4% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $591,000 | -10.0% | 10,000 | 0.0% | 0.04% | +10.0% |
| Q1 2022 | $657,000 | -0.5% | 10,000 | 0.0% | 0.04% | +8.1% |
| Q4 2021 | $660,000 | +10.7% | 10,000 | +100.0% | 0.04% | +2.8% |
| Q3 2021 | $596,000 | -1.0% | 5,000 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $602,000 | -25.0% | 5,000 | -28.6% | 0.04% | -31.5% |
| Q1 2021 | $803,000 | +6.8% | 7,000 | 0.0% | 0.05% | +5.9% |
| Q4 2020 | $752,000 | +10.8% | 7,000 | 0.0% | 0.05% | -1.9% |
| Q3 2020 | $679,000 | +4.5% | 7,000 | 0.0% | 0.05% | -8.8% |
| Q2 2020 | $650,000 | +14.6% | 7,000 | 0.0% | 0.06% | -12.3% |
| Q1 2020 | $567,000 | -23.6% | 7,000 | 0.0% | 0.06% | -9.7% |
| Q4 2019 | $742,000 | +7.1% | 7,000 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $693,000 | +2.2% | 7,000 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $678,000 | +2.7% | 7,000 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $660,000 | – | 7,000 | – | 0.07% | – |
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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% |