WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 298 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,045,084 | -3.3% | 16,996 | 0.0% | 0.49% | -3.9% |
| Q2 2023 | $1,080,436 | +2.8% | 16,996 | 0.0% | 0.51% | -1.9% |
| Q1 2023 | $1,051,373 | -0.1% | 16,996 | 0.0% | 0.52% | -4.6% |
| Q4 2022 | $1,052,902 | +12.1% | 16,996 | 0.0% | 0.54% | +1.7% |
| Q3 2022 | $939,000 | -6.5% | 16,996 | 0.0% | 0.54% | -2.4% |
| Q2 2022 | $1,004,000 | -10.1% | 16,996 | 0.0% | 0.55% | +2.0% |
| Q1 2022 | $1,117,000 | -0.4% | 16,996 | 0.0% | 0.54% | +8.9% |
| Q4 2021 | $1,122,000 | +10.7% | 16,996 | +100.0% | 0.49% | +7.2% |
| Q3 2021 | $1,014,000 | -0.8% | 8,498 | 0.0% | 0.46% | +9.3% |
| Q2 2021 | $1,022,000 | +2.7% | 8,498 | -8.2% | 0.42% | -13.4% |
| Q4 2020 | $995,000 | +9.9% | 9,254 | -0.7% | 0.49% | -12.3% |
| Q3 2020 | $905,000 | +7.7% | 9,321 | +3.1% | 0.55% | -6.1% |
| Q2 2020 | $840,000 | +18.0% | 9,041 | +2.8% | 0.59% | -9.0% |
| Q1 2020 | $712,000 | – | 8,792 | – | 0.65% | – |
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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% |