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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,717 | -3.3% | 3,622 | 0.0% | 0.21% | +18.9% |
| Q2 2023 | $230,359 | -3.6% | 3,622 | -6.2% | 0.18% | -14.6% |
| Q1 2023 | $238,903 | -0.1% | 3,862 | 0.0% | 0.20% | -10.9% |
| Q4 2022 | $239,251 | +12.3% | 3,862 | 0.0% | 0.23% | +5.5% |
| Q3 2022 | $213,000 | -6.6% | 3,862 | 0.0% | 0.22% | -1.8% |
| Q2 2022 | $228,000 | -10.2% | 3,862 | 0.0% | 0.22% | +6.7% |
| Q1 2022 | $254,000 | -0.4% | 3,862 | 0.0% | 0.21% | +2.5% |
| Q4 2021 | $255,000 | +10.4% | 3,862 | +99.8% | 0.20% | +3.0% |
| Q3 2021 | $231,000 | -0.9% | 1,933 | 0.0% | 0.20% | -0.5% |
| Q2 2021 | $233,000 | -10.4% | 1,933 | -14.8% | 0.20% | -16.1% |
| Q1 2021 | $260,000 | -34.5% | 2,268 | -38.6% | 0.24% | -38.9% |
| Q4 2020 | $397,000 | – | 3,693 | – | 0.39% | – |
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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% |