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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,265,000 | -8.3% | 25,597 | -4.5% | 1.46% | -4.6% |
| Q4 2017 | $2,470,000 | +9.4% | 26,809 | +3.2% | 1.53% | +2.5% |
| Q3 2017 | $2,257,000 | +5.9% | 25,985 | +2.5% | 1.49% | +2.5% |
| Q2 2017 | $2,131,000 | +64.3% | 25,347 | +62.1% | 1.46% | +54.2% |
| Q1 2017 | $1,297,000 | -40.3% | 15,641 | -42.5% | 0.94% | -48.2% |
| Q4 2016 | $2,174,000 | +7.0% | 27,217 | +3.2% | 1.82% | +18.2% |
| Q3 2016 | $2,031,000 | +75.4% | 26,381 | +72.4% | 1.54% | +61.3% |
| Q2 2016 | $1,158,000 | +7.9% | 15,298 | +4.6% | 0.96% | -4.8% |
| Q1 2016 | $1,073,000 | +1.1% | 14,624 | -2.0% | 1.00% | -0.7% |
| Q4 2015 | $1,061,000 | – | 14,925 | – | 1.01% | – |
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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% |