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 | $1,173,233 | -5.7% | 19,080 | -2.5% | 0.48% | -2.6% |
| Q2 2023 | $1,244,457 | +2.0% | 19,567 | -0.7% | 0.50% | +2.3% |
| Q1 2023 | $1,219,487 | +2.1% | 19,714 | +2.2% | 0.49% | -2.6% |
| Q4 2022 | $1,194,485 | +5.5% | 19,281 | +0.7% | 0.50% | +3.3% |
| Q3 2022 | $1,132,000 | 0.0% | 19,154 | 0.0% | 0.48% | 0.0% |
| Q2 2022 | $1,132,000 | -10.6% | 19,154 | -0.6% | 0.48% | +2.1% |
| Q1 2022 | $1,266,000 | -2.0% | 19,268 | -1.5% | 0.47% | -1.9% |
| Q4 2021 | $1,292,000 | +7.7% | 19,559 | +94.4% | 0.48% | +7.6% |
| Q3 2021 | $1,200,000 | -5.2% | 10,060 | -4.4% | 0.45% | -2.8% |
| Q2 2021 | $1,266,000 | +8.6% | 10,523 | +3.5% | 0.46% | -2.9% |
| Q1 2021 | $1,166,000 | +6.8% | 10,166 | +0.1% | 0.48% | -0.6% |
| Q4 2020 | $1,092,000 | +10.9% | 10,159 | +0.1% | 0.48% | -5.3% |
| Q3 2020 | $985,000 | +4.6% | 10,149 | +0.1% | 0.50% | -5.4% |
| Q2 2020 | $942,000 | +14.2% | 10,141 | -0.5% | 0.53% | -6.8% |
| Q1 2020 | $825,000 | -23.0% | 10,196 | +0.9% | 0.57% | -17.3% |
| Q4 2019 | $1,071,000 | +6.4% | 10,109 | -0.6% | 0.69% | -4.4% |
| Q3 2019 | $1,007,000 | +20.7% | 10,169 | +3.0% | 0.72% | -4.7% |
| Q2 2019 | $834,000 | -15.0% | 9,873 | -4.6% | 0.76% | +22.0% |
| Q1 2019 | $981,000 | +17.6% | 10,344 | +4.8% | 0.62% | -1.6% |
| Q4 2018 | $834,000 | – | 9,873 | – | 0.63% | – |
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% |