WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,569 | -5.0% | 6,856 | -1.7% | 0.08% | -2.6% |
| Q2 2023 | $443,746 | -6.7% | 6,977 | -9.2% | 0.08% | -12.4% |
| Q1 2023 | $475,398 | -0.3% | 7,685 | -0.2% | 0.09% | -15.2% |
| Q4 2022 | $476,832 | +28.2% | 7,697 | +14.3% | 0.10% | +16.7% |
| Q3 2022 | $372,000 | -7.7% | 6,733 | -1.2% | 0.09% | -4.3% |
| Q2 2022 | $403,000 | -0.7% | 6,812 | +10.2% | 0.09% | +19.0% |
| Q1 2022 | $406,000 | +32.2% | 6,183 | +32.9% | 0.08% | +51.9% |
| Q4 2021 | $307,000 | +44.1% | 4,651 | +160.9% | 0.05% | +33.3% |
| Q3 2021 | $213,000 | – | 1,783 | – | 0.04% | – |
Download | ||||||
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% |