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 | $319 | -3.6% | 5 | -91.9% | 0.00% | -100.0% |
| Q1 2023 | $331 | -99.9% | 62 | +12.7% | 0.01% | 0.0% |
| Q3 2022 | $296,000 | -6.3% | 55 | -6.8% | 0.01% | 0.0% |
| Q2 2022 | $316,000 | -10.2% | 59 | -10.6% | 0.01% | 0.0% |
| Q1 2022 | $352,000 | -0.3% | 66 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $353,000 | +196.6% | 66 | +2100.0% | 0.01% | -85.7% |
| Q3 2021 | $119,000 | -0.8% | 3 | 0.0% | 0.06% | +30.2% |
| Q2 2021 | $120,000 | -60.8% | 3 | 0.0% | 0.04% | +616.7% |
| Q1 2021 | $306,000 | +30500.0% | 3 | -75.0% | 0.01% | +500.0% |
| Q4 2020 | $1,000 | -100.0% | 12 | -76.9% | 0.00% | -92.3% |
| Q1 2020 | $4,247,000 | – | 52 | – | 0.01% | – |
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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% |