WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,234 | +1.4% | 19,260 | -0.3% | 0.18% | +6.1% |
| Q2 2023 | $1,217 | +1.4% | 19,312 | 0.0% | 0.16% | -1.2% |
| Q1 2023 | $1,200 | 0.0% | 19,312 | 0.0% | 0.17% | +1.8% |
| Q4 2022 | $1,200 | -99.9% | 19,312 | 0.0% | 0.16% | -2.4% |
| Q3 2022 | $1,082,000 | -6.2% | 19,312 | 0.0% | 0.17% | -2.3% |
| Q2 2022 | $1,153,000 | -10.3% | 19,312 | 0.0% | 0.17% | +0.6% |
| Q1 2022 | $1,285,000 | +0.4% | 19,312 | 0.0% | 0.17% | +3.0% |
| Q4 2021 | $1,280,000 | +9.3% | 19,312 | +100.0% | 0.17% | +5.7% |
| Q3 2021 | $1,171,000 | -0.1% | 9,656 | 0.0% | 0.16% | -5.4% |
| Q2 2021 | $1,172,000 | +11.4% | 9,656 | +0.3% | 0.17% | +0.6% |
| Q1 2021 | $1,052,000 | 0.0% | 9,630 | 0.0% | 0.16% | 0.0% |
| Q4 2020 | $1,052,000 | +12.6% | 9,630 | 0.0% | 0.16% | -1.2% |
| Q3 2020 | $934,000 | +5.9% | 9,630 | 0.0% | 0.17% | -1.8% |
| Q2 2020 | $882,000 | – | 9,630 | – | 0.17% | – |
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% |