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 | $3,104,384 | -6.3% | 50,486 | -3.1% | 0.02% | 0.0% |
| Q2 2023 | $3,313,751 | -4.4% | 52,103 | -7.0% | 0.02% | -29.4% |
| Q1 2023 | $3,467,102 | +18.8% | 56,048 | +19.0% | 0.03% | -5.6% |
| Q4 2022 | $2,918,217 | +86.3% | 47,106 | +66.2% | 0.04% | +80.0% |
| Q3 2022 | $1,566,000 | -6.5% | 28,343 | 0.0% | 0.02% | -9.1% |
| Q2 2022 | $1,675,000 | -10.0% | 28,343 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $1,862,000 | +2.0% | 28,343 | +2.5% | 0.02% | +5.0% |
| Q4 2021 | $1,826,000 | +10.7% | 27,650 | +100.0% | 0.02% | -13.0% |
| Q3 2021 | $1,649,000 | – | 13,824 | – | 0.02% | – |
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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% |