WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,313 | +3.3% | 9,096 | +6.8% | 0.40% | +6.9% |
| Q2 2023 | $541,554 | +5.9% | 8,515 | +3.0% | 0.38% | -1.3% |
| Q1 2023 | $511,520 | -0.6% | 8,269 | -0.5% | 0.38% | -9.3% |
| Q4 2022 | $514,743 | +12.6% | 8,309 | +0.6% | 0.42% | -0.2% |
| Q3 2022 | $457,000 | +24.9% | 8,263 | +33.6% | 0.42% | +15.9% |
| Q2 2022 | $366,000 | -11.2% | 6,186 | -1.3% | 0.36% | +9.6% |
| Q1 2022 | $412,000 | -1.4% | 6,267 | -0.9% | 0.33% | +5.4% |
| Q4 2021 | $418,000 | +14.2% | 6,324 | +105.9% | 0.32% | +7.9% |
| Q3 2021 | $366,000 | -1.1% | 3,071 | 0.0% | 0.29% | +1.0% |
| Q2 2021 | $370,000 | +5.1% | 3,071 | 0.0% | 0.29% | -1.4% |
| Q1 2021 | $352,000 | +6.7% | 3,071 | 0.0% | 0.29% | -4.2% |
| Q4 2020 | $330,000 | -6.2% | 3,071 | -15.3% | 0.31% | -18.6% |
| Q3 2020 | $352,000 | +4.5% | 3,625 | 0.0% | 0.38% | -2.8% |
| Q2 2020 | $337,000 | +15.0% | 3,625 | 0.0% | 0.39% | -4.4% |
| Q1 2020 | $293,000 | -26.2% | 3,625 | -3.4% | 0.40% | -0.5% |
| Q4 2019 | $397,000 | – | 3,752 | – | 0.41% | – |
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% |