WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |