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 | $2,334,646 | -1.6% | 37,968 | +1.8% | 0.02% | 0.0% |
| Q2 2023 | $2,372,087 | -7.1% | 37,297 | -9.7% | 0.02% | -9.1% |
| Q1 2023 | $2,554,656 | -17.1% | 41,297 | -17.0% | 0.02% | -24.1% |
| Q4 2022 | $3,081,502 | +119.2% | 49,742 | +95.4% | 0.03% | +3.6% |
| Q3 2022 | $1,406,000 | +16.1% | 25,450 | +24.2% | 0.03% | +47.4% |
| Q2 2022 | $1,211,000 | +14.2% | 20,483 | +27.0% | 0.02% | +26.7% |
| Q1 2022 | $1,060,000 | +66.1% | 16,122 | +66.8% | 0.02% | +66.7% |
| Q4 2021 | $638,000 | -70.5% | 9,664 | -46.7% | 0.01% | -73.5% |
| Q3 2021 | $2,163,000 | -58.6% | 18,129 | -58.3% | 0.03% | -59.5% |
| Q2 2021 | $5,226,000 | +31.2% | 43,432 | +25.1% | 0.08% | +7.7% |
| Q1 2021 | $3,983,000 | +1891.5% | 34,728 | +1766.1% | 0.08% | +1850.0% |
| Q4 2020 | $200,000 | – | 1,861 | – | 0.00% | – |
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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% |