WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $236,000 | -9.9% | 3,990 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $262,000 | +3.1% | 3,990 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $254,000 | +6.7% | 3,990 | +100.0% | 0.02% | +4.8% |
| Q3 2021 | $238,000 | -0.8% | 1,995 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $240,000 | +3.4% | 1,995 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $232,000 | +5.9% | 1,995 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $219,000 | – | 1,995 | – | 0.02% | – |
Download | ||||||
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% |