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 | $221,364 | -3.3% | 3,600 | 0.0% | 0.11% | -2.8% |
| Q2 2023 | $228,960 | +2.8% | 3,600 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $222,696 | -0.1% | 3,600 | 0.0% | 0.11% | +1.9% |
| Q4 2022 | $223,020 | +4.7% | 3,600 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $213,000 | -10.1% | 3,600 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $237,000 | -0.4% | 3,600 | 0.0% | 0.11% | +2.8% |
| Q4 2021 | $238,000 | +10.7% | 3,600 | +100.0% | 0.11% | +3.8% |
| Q3 2021 | $215,000 | -0.9% | 1,800 | 0.0% | 0.10% | +11.7% |
| Q2 2021 | $217,000 | +5.3% | 1,800 | 0.0% | 0.09% | -3.1% |
| Q1 2021 | $206,000 | +6.2% | 1,800 | 0.0% | 0.10% | -3.0% |
| Q4 2020 | $194,000 | +10.9% | 1,800 | 0.0% | 0.10% | -9.1% |
| Q3 2020 | $175,000 | +4.8% | 1,800 | 0.0% | 0.11% | +3.8% |
| Q2 2020 | $167,000 | +14.4% | 1,800 | 0.0% | 0.11% | +2.9% |
| Q1 2020 | $146,000 | -23.6% | 1,800 | 0.0% | 0.10% | -20.8% |
| Q4 2019 | $191,000 | – | 1,800 | – | 0.13% | – |
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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% |