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 | $7,643,595 | -37.1% | 124,306 | -35.0% | 2.01% | -38.8% |
| Q2 2023 | $12,159,109 | +4.3% | 191,181 | +1.4% | 3.28% | -4.2% |
| Q1 2023 | $11,657,452 | -12.8% | 188,449 | -12.6% | 3.42% | -22.1% |
| Q4 2022 | $13,361,605 | +12.4% | 215,684 | +0.2% | 4.39% | +4.6% |
| Q3 2022 | $11,891,000 | -2.5% | 215,181 | +4.3% | 4.20% | +2.4% |
| Q2 2022 | $12,195,000 | -13.1% | 206,337 | -3.4% | 4.10% | -15.4% |
| Q1 2022 | $14,033,000 | +23.8% | 213,533 | +124.6% | 4.84% | +14.2% |
| Q3 2021 | $11,339,000 | +9.6% | 95,058 | +10.5% | 4.24% | +3.5% |
| Q2 2021 | $10,350,000 | +8.7% | 86,021 | +3.6% | 4.10% | +1.5% |
| Q1 2021 | $9,523,000 | +18.1% | 83,038 | +10.7% | 4.04% | +9.5% |
| Q4 2020 | $8,061,000 | +13.2% | 74,984 | +2.1% | 3.69% | -5.6% |
| Q3 2020 | $7,124,000 | +8.0% | 73,416 | +3.4% | 3.90% | +0.8% |
| Q2 2020 | $6,594,000 | -2.9% | 70,992 | -15.4% | 3.87% | -21.2% |
| Q1 2020 | $6,794,000 | -21.3% | 83,941 | +3.0% | 4.91% | -11.0% |
| Q4 2019 | $8,628,000 | – | 81,458 | – | 5.52% | – |
Download | ||||||
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% |