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 | $5 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q2 2023 | $5 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q1 2023 | $5 | 0.0% | 82 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $5 | -99.9% | 82 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 82 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | -45.5% | 82 | -14.6% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | +57.1% | 96 | +37.1% | 0.00% | -50.0% |
| Q3 2020 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 70 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $6,000 | -14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -25.0% | 70 | -23.9% | 0.00% | -25.0% |
| Q2 2017 | $8,000 | -11.1% | 92 | -11.5% | 0.00% | -20.0% |
| Q1 2017 | $9,000 | -25.0% | 104 | -31.1% | 0.01% | -28.6% |
| Q4 2016 | $12,000 | -93.1% | 151 | -93.4% | 0.01% | -93.6% |
| Q3 2016 | $174,000 | +4.2% | 2,273 | +3.3% | 0.11% | -5.2% |
| Q2 2016 | $167,000 | – | 2,200 | – | 0.12% | – |
Download | ||||||
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% |