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 | $7,586,083 | -11.9% | 123,371 | -8.9% | 0.08% | -12.8% |
| Q2 2023 | $8,608,387 | -24.6% | 135,352 | -26.7% | 0.09% | -30.6% |
| Q1 2023 | $11,421,254 | -16.2% | 184,631 | -16.1% | 0.12% | +2.5% |
| Q4 2022 | $13,631,540 | -99.9% | 220,041 | -39.7% | 0.12% | +12.0% |
| Q3 2022 | $10,090,080,000 | +100922.0% | 364,830 | +115.9% | 0.11% | +4.9% |
| Q2 2022 | $9,988,000 | -17.7% | 169,003 | -8.5% | 0.10% | -18.3% |
| Q1 2022 | $12,137,000 | +7.8% | 184,680 | +8.4% | 0.13% | +10.5% |
| Q4 2021 | $11,255,000 | +19.6% | 170,426 | +116.0% | 0.11% | +21.3% |
| Q3 2021 | $9,414,000 | +4.5% | 78,914 | +5.4% | 0.09% | -7.8% |
| Q2 2021 | $9,011,000 | -8.8% | 74,892 | -13.1% | 0.10% | -18.4% |
| Q1 2021 | $9,884,000 | -2.5% | 86,185 | -9.4% | 0.12% | +5.9% |
| Q4 2020 | $10,136,000 | -99.7% | 95,095 | +190.8% | 0.12% | +103.4% |
| Q3 2020 | $3,098,000,000 | – | 32,704 | – | 0.06% | – |
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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% |