WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,906 | -1.2% | 10,634 | +2.2% | 0.03% | -2.9% |
| Q2 2023 | $661,628 | +3.2% | 10,403 | +0.4% | 0.03% | -8.1% |
| Q1 2023 | $640,846 | +0.8% | 10,360 | +1.0% | 0.04% | -7.5% |
| Q4 2022 | $635,666 | +18.4% | 10,261 | +5.6% | 0.04% | -2.4% |
| Q3 2022 | $537,000 | +20.9% | 9,713 | +29.3% | 0.04% | +5.1% |
| Q2 2022 | $444,000 | -9.6% | 7,514 | +0.7% | 0.04% | +5.4% |
| Q1 2022 | $491,000 | 0.0% | 7,465 | +0.4% | 0.04% | +2.8% |
| Q4 2021 | $491,000 | +11.3% | 7,433 | +101.2% | 0.04% | 0.0% |
| Q3 2021 | $441,000 | – | 3,694 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| High Net Worth Advisory Group LLC | 14,580 | $967,820 | 0.36% |
| OPTIMUM INVESTMENT ADVISORS | 1,130 | $75,009 | 0.04% |
| Pacifica Partners Inc. | 784 | $50,192 | 0.02% |
| Bartlett & Co. LLC | 1,233 | $82 | 0.00% |