WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $893,059 | -2.7% | 14,524 | +0.6% | 0.12% | -0.8% |
| Q2 2023 | $918,290 | +4.7% | 14,439 | +1.8% | 0.12% | -5.6% |
| Q1 2023 | $877,439 | +1.7% | 14,184 | +1.9% | 0.13% | -11.3% |
| Q4 2022 | $862,704 | +12.8% | 13,926 | +0.6% | 0.14% | -3.4% |
| Q3 2022 | $765,000 | -3.5% | 13,840 | +3.1% | 0.15% | -0.7% |
| Q2 2022 | $793,000 | -9.6% | 13,426 | +0.6% | 0.15% | +5.7% |
| Q1 2022 | $877,000 | -0.1% | 13,346 | +0.4% | 0.14% | +2.9% |
| Q4 2021 | $878,000 | +12.7% | 13,296 | +103.6% | 0.14% | +2.3% |
| Q3 2021 | $779,000 | +2.1% | 6,531 | +2.9% | 0.13% | -1.5% |
| Q2 2021 | $763,000 | +4.1% | 6,344 | -0.8% | 0.14% | -5.6% |
| Q1 2021 | $733,000 | +9.9% | 6,394 | +2.2% | 0.14% | +1.4% |
| Q4 2020 | $667,000 | +15.4% | 6,259 | +5.1% | 0.14% | -2.1% |
| Q3 2020 | $578,000 | +5.1% | 5,956 | +0.5% | 0.14% | -5.9% |
| Q2 2020 | $550,000 | +15.3% | 5,924 | +0.5% | 0.15% | -1.3% |
| Q1 2020 | $477,000 | – | 5,896 | – | 0.16% | – |
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% |