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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,906 | -1.9% | 9,236 | +1.4% | 0.02% | +15.4% |
| Q2 2023 | $579,014 | -3.5% | 9,104 | -6.1% | 0.01% | -18.8% |
| Q1 2023 | $599,984 | -16.8% | 9,699 | -16.7% | 0.02% | -20.0% |
| Q4 2022 | $721,332 | +21.4% | 11,644 | +8.4% | 0.02% | +11.1% |
| Q3 2022 | $594,000 | +59300.0% | 10,742 | +53610.0% | 0.02% | – |
| Q4 2014 | $1,000 | -99.9% | 20 | 0.0% | 0.00% | – |
| Q2 2014 | $1,416,000 | – | 20 | – | 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% |