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% | – |
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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% |