WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,053 | -89.4% | 1,123 | -93.1% | 0.00% | -100.0% |
| Q2 2023 | $651,678 | +1081.0% | 16,223 | +1718.7% | 0.00% | – |
| Q1 2023 | $55,179 | -91.1% | 892 | -91.1% | 0.00% | -100.0% |
| Q4 2022 | $623,279 | +592.5% | 10,061 | +557.2% | 0.00% | +200.0% |
| Q2 2022 | $90,000 | -96.4% | 1,531 | -96.0% | 0.00% | -95.2% |
| Q1 2022 | $2,535,000 | +17.3% | 38,570 | +17.8% | 0.02% | +23.5% |
| Q4 2021 | $2,162,000 | +417.2% | 32,745 | +833.7% | 0.02% | +240.0% |
| Q3 2021 | $418,000 | +24.0% | 3,507 | +25.0% | 0.01% | +25.0% |
| Q2 2021 | $337,000 | +2963.6% | 2,805 | +2705.0% | 0.00% | – |
| Q1 2021 | $11,000 | – | 100 | – | 0.00% | – |
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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% |