WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $251,883 | -5.1% | 4,116 | -4.1% | 0.05% | -14.8% |
Q4 2022 | $265,393 | +12.5% | 4,293 | +0.5% | 0.06% | -3.2% |
Q3 2022 | $236,000 | -6.0% | 4,271 | +0.5% | 0.06% | +18.9% |
Q2 2022 | $251,000 | -10.4% | 4,249 | -0.2% | 0.05% | +6.0% |
Q1 2022 | $280,000 | +2.9% | 4,258 | +3.4% | 0.05% | +4.2% |
Q4 2021 | $272,000 | +6.2% | 4,116 | +101.0% | 0.05% | +2.1% |
Q3 2021 | $256,000 | +0.4% | 2,048 | +0.2% | 0.05% | -23.0% |
Q2 2021 | $255,000 | -14.7% | 2,043 | -19.3% | 0.06% | -19.7% |
Q1 2021 | $299,000 | +19.6% | 2,532 | +8.9% | 0.08% | -32.1% |
Q4 2020 | $250,000 | – | 2,325 | – | 0.11% | – |
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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% |