WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,581 | -3.3% | 3,506 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $222,980 | +2.8% | 3,506 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $216,879 | -47.2% | 3,506 | -47.1% | 0.01% | -57.1% |
| Q4 2022 | $410,481 | +168.3% | 6,626 | +156.0% | 0.02% | +162.5% |
| Q2 2022 | $153,000 | -33.5% | 2,588 | -26.2% | 0.01% | -20.0% |
| Q1 2022 | $230,000 | -0.9% | 3,506 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $232,000 | +11.0% | 3,506 | +100.0% | 0.01% | 0.0% |
| Q3 2021 | $209,000 | -0.9% | 1,753 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $211,000 | +5.0% | 1,753 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $201,000 | +346.7% | 1,753 | +281.9% | 0.01% | -29.4% |
| Q3 2020 | $45,000 | – | 459 | – | 0.02% | – |
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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% |