WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,385 | -4.1% | 5,064 | -0.8% | 1.42% | +26.8% |
Q2 2023 | $324,678 | +2.8% | 5,105 | 0.0% | 1.12% | +0.9% |
Q1 2023 | $315,795 | -3.6% | 5,105 | -3.5% | 1.11% | -8.1% |
Q4 2022 | $327,653 | -19.3% | 5,289 | -28.1% | 1.21% | -6.7% |
Q3 2022 | $406,000 | -78.8% | 7,352 | -77.4% | 1.30% | -56.9% |
Q2 2022 | $1,919,000 | -10.1% | 32,464 | 0.0% | 3.00% | +23.3% |
Q1 2022 | $2,134,000 | – | 32,464 | – | 2.44% | – |
Download |
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% |