WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,078,442 | -3.7% | 196,429 | -0.4% | 0.19% | -1.1% |
| Q2 2023 | $12,539,464 | +2.3% | 197,161 | -0.5% | 0.19% | -4.1% |
| Q1 2023 | $12,258,082 | -1.6% | 198,158 | -1.5% | 0.20% | -7.5% |
| Q4 2022 | $12,457,845 | +12.3% | 201,095 | +0.2% | 0.21% | +2.4% |
| Q3 2022 | $11,094,000 | -7.2% | 200,759 | -0.8% | 0.21% | -5.5% |
| Q2 2022 | $11,960,000 | -10.3% | 202,376 | -0.2% | 0.22% | +6.3% |
| Q1 2022 | $13,326,000 | +0.4% | 202,774 | +0.9% | 0.21% | +2.0% |
| Q4 2021 | $13,275,000 | +9.8% | 201,015 | +98.3% | 0.20% | -2.9% |
| Q3 2021 | $12,093,000 | -2.0% | 101,378 | -1.2% | 0.21% | -0.5% |
| Q2 2021 | $12,343,000 | -99.9% | 102,585 | -50.5% | 0.21% | 0.0% |
| Q1 2021 | $23,783,150,000 | +208049.4% | 207,388 | +95.1% | 0.21% | -15.4% |
| Q4 2020 | $11,426,000 | +9.2% | 106,287 | -1.4% | 0.25% | -6.4% |
| Q3 2020 | $10,461,000 | +1.6% | 107,803 | -2.8% | 0.26% | -9.9% |
| Q2 2020 | $10,296,000 | -25.2% | 110,856 | -34.9% | 0.29% | -41.9% |
| Q1 2020 | $13,772,000 | -23.9% | 170,156 | -0.4% | 0.50% | -5.6% |
| Q4 2019 | $18,089,000 | +7.7% | 170,764 | +0.7% | 0.53% | -5.7% |
| Q3 2019 | $16,799,000 | +3.6% | 169,574 | +1.3% | 0.57% | -4.9% |
| Q2 2019 | $16,215,000 | -3.8% | 167,341 | -6.5% | 0.60% | -16.8% |
| Q1 2019 | $16,855,000 | +75.6% | 178,900 | +57.4% | 0.72% | +53.1% |
| Q4 2018 | $9,596,000 | -8.6% | 113,633 | +3.2% | 0.47% | -6.8% |
| Q3 2018 | $10,501,000 | +295.4% | 110,064 | +271.9% | 0.50% | +215.1% |
| Q2 2018 | $2,656,000 | -18.2% | 29,597 | -19.3% | 0.16% | -28.4% |
| Q1 2018 | $3,246,000 | +82.6% | 36,683 | +90.0% | 0.22% | +63.2% |
| Q4 2017 | $1,778,000 | +125.3% | 19,307 | +112.2% | 0.14% | +70.0% |
| Q3 2017 | $789,000 | +666.0% | 9,097 | +636.6% | 0.08% | +566.7% |
| Q2 2017 | $103,000 | -15.6% | 1,235 | -16.1% | 0.01% | -33.3% |
| Q1 2017 | $122,000 | – | 1,472 | – | 0.02% | – |
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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% |