WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,916,761 | +4.8% | 79,960 | +8.4% | 1.66% | +6.7% |
| Q2 2023 | $4,690,776 | +1.2% | 73,754 | -1.6% | 1.55% | -8.0% |
| Q1 2023 | $4,635,438 | +14.5% | 74,934 | +2.3% | 1.69% | -11.6% |
| Q4 2022 | $4,047,703 | -0.0% | 73,248 | 0.0% | 1.91% | +0.5% |
| Q3 2022 | $4,048,000 | -0.2% | 73,248 | +7.8% | 1.90% | -13.4% |
| Q2 2022 | $4,058,000 | -11.1% | 67,922 | -2.3% | 2.20% | -3.2% |
| Q1 2022 | $4,567,000 | +0.6% | 69,491 | +1.1% | 2.27% | -0.1% |
| Q4 2021 | $4,538,000 | +10.4% | 68,716 | +99.5% | 2.27% | -2.3% |
| Q3 2021 | $4,110,000 | -1.3% | 34,451 | +1.6% | 2.33% | 0.0% |
| Q2 2021 | $4,163,000 | +10.0% | 33,904 | +2.8% | 2.33% | -6.7% |
| Q1 2021 | $3,784,000 | +37.2% | 32,994 | +28.6% | 2.49% | +21.5% |
| Q4 2020 | $2,758,000 | +16.2% | 25,653 | +4.9% | 2.05% | -15.7% |
| Q3 2020 | $2,374,000 | +16.8% | 24,462 | +10.3% | 2.44% | +4.5% |
| Q2 2020 | $2,032,000 | +97.5% | 22,169 | +78.0% | 2.33% | +120.6% |
| Q1 2020 | $1,029,000 | +24.0% | 12,457 | +58.9% | 1.06% | +35.6% |
| Q4 2019 | $830,000 | – | 7,838 | – | 0.78% | – |
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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% |