WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,864,060 | -8.0% | 225,469 | -4.9% | 3.19% | -9.5% |
| Q2 2023 | $15,073,116 | -32.3% | 236,999 | -34.2% | 3.53% | -37.7% |
| Q1 2023 | $22,265,127 | -31.6% | 359,928 | -31.5% | 5.66% | -39.2% |
| Q4 2022 | $32,569,924 | +6.1% | 525,745 | -5.4% | 9.32% | -9.2% |
| Q3 2022 | $30,710,000 | -5.1% | 555,731 | +1.5% | 10.26% | -3.4% |
| Q2 2022 | $32,350,000 | -7.1% | 547,373 | +3.3% | 10.62% | +5.8% |
| Q1 2022 | $34,810,000 | -2.0% | 529,669 | -1.5% | 10.04% | -1.7% |
| Q4 2021 | $35,505,000 | – | 537,629 | – | 10.22% | – |
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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% |