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 | $248,067 | +2.7% | 4,034 | +6.2% | 0.18% | +9.0% |
Q2 2023 | $241,589 | +3.8% | 3,799 | +1.0% | 0.17% | -5.1% |
Q1 2023 | $232,658 | -0.0% | 3,761 | +0.1% | 0.18% | -6.4% |
Q4 2022 | $232,707 | +15.2% | 3,756 | +2.6% | 0.19% | +8.1% |
Q3 2022 | $202,000 | -3.3% | 3,660 | +5.9% | 0.17% | +9.5% |
Q2 2022 | $209,000 | -5.0% | 3,455 | 0.0% | 0.16% | +2.6% |
Q1 2022 | $220,000 | -3.5% | 3,455 | -0.1% | 0.15% | -66.5% |
Q4 2021 | $228,000 | +6.0% | 3,460 | +101.7% | 0.46% | +256.6% |
Q3 2021 | $215,000 | +5.9% | 1,715 | +1.4% | 0.13% | +3.2% |
Q2 2021 | $203,000 | – | 1,691 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
High Net Worth Advisory Group LLC | 14,580 | $967,820 | 0.36% |
OPTIMUM INVESTMENT ADVISORS | 1,130 | $75,009 | 0.04% |
Pacifica Partners Inc. | 784 | $50,192 | 0.02% |
Bartlett & Co. LLC | 1,233 | $82 | 0.00% |