WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438 | -4.4% | 7,131 | -1.1% | 0.25% | -43.7% |
| Q2 2023 | $458 | +3.9% | 7,208 | +1.2% | 0.45% | +72.2% |
| Q1 2023 | $441 | -1.8% | 7,123 | -1.6% | 0.26% | -7.5% |
| Q4 2022 | $449 | -99.9% | 7,241 | +0.3% | 0.28% | +10.2% |
| Q3 2022 | $399,000 | -5.9% | 7,218 | +0.7% | 0.25% | +7.2% |
| Q2 2022 | $424,000 | -17.7% | 7,168 | -8.5% | 0.24% | +8.7% |
| Q1 2022 | $515,000 | +6.0% | 7,834 | +6.4% | 0.22% | +11.8% |
| Q4 2021 | $486,000 | +22.1% | 7,365 | +120.9% | 0.20% | -52.3% |
| Q3 2021 | $398,000 | +44.2% | 3,334 | +38.9% | 0.41% | +192.1% |
| Q1 2021 | $276,000 | – | 2,400 | – | 0.14% | – |
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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% |