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 | $43,505,985 | -1.6% | 707,530 | +1.8% | 1.80% | -2.6% |
| Q2 2023 | $44,197,278 | +41.8% | 694,930 | +38.0% | 1.85% | +27.5% |
| Q1 2023 | $31,160,652 | +5.7% | 503,722 | +5.8% | 1.45% | -3.6% |
| Q4 2022 | $29,488,131 | +24.4% | 475,993 | +11.0% | 1.51% | +13.6% |
| Q3 2022 | $23,706,000 | +11.6% | 428,990 | +19.4% | 1.33% | +13.7% |
| Q2 2022 | $21,239,000 | +37.2% | 359,382 | +52.6% | 1.17% | +29.2% |
| Q1 2022 | $15,479,000 | +7.5% | 235,482 | +11.3% | 0.90% | +1.5% |
| Q4 2021 | $14,398,000 | -20.0% | 211,521 | +40.2% | 0.89% | -28.2% |
| Q3 2021 | $17,996,000 | +55.7% | 150,853 | +56.6% | 1.24% | +45.0% |
| Q2 2021 | $11,559,000 | +43.6% | 96,336 | +37.3% | 0.86% | +10.5% |
| Q1 2021 | $8,048,000 | +186.0% | 70,176 | +168.1% | 0.77% | +166.0% |
| Q4 2020 | $2,814,000 | +52.3% | 26,177 | +37.5% | 0.29% | +28.2% |
| Q3 2020 | $1,848,000 | +423.5% | 19,043 | +401.7% | 0.23% | +291.4% |
| Q2 2020 | $353,000 | – | 3,796 | – | 0.06% | – |
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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% |