WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,499,516 | +3.1% | 24,386 | +6.6% | 1.71% | +6.8% |
| Q2 2023 | $1,454,523 | +16.0% | 22,870 | +12.8% | 1.60% | +10.7% |
| Q1 2023 | $1,253,978 | +21.7% | 20,271 | +21.9% | 1.45% | +14.6% |
| Q4 2022 | $1,030,521 | +10.1% | 16,635 | -1.7% | 1.26% | +0.2% |
| Q3 2022 | $936,000 | -6.0% | 16,930 | +0.4% | 1.26% | -1.9% |
| Q2 2022 | $996,000 | -9.7% | 16,855 | +0.4% | 1.29% | +4.4% |
| Q1 2022 | $1,103,000 | +0.3% | 16,781 | +0.7% | 1.23% | +2.2% |
| Q4 2021 | $1,100,000 | – | 16,662 | – | 1.21% | – |
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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% |