WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,374 | -3.3% | 7,536 | +0.1% | 0.20% | +6.9% |
| Q2 2023 | $479,047 | +2.9% | 7,532 | +0.0% | 0.19% | -18.9% |
| Q1 2023 | $465,714 | -0.1% | 7,529 | +0.1% | 0.23% | +8.9% |
| Q4 2022 | $466,185 | +12.1% | 7,525 | +0.1% | 0.21% | +0.9% |
| Q3 2022 | $416,000 | -6.3% | 7,521 | +0.1% | 0.21% | -5.8% |
| Q2 2022 | $444,000 | -10.1% | 7,517 | +0.1% | 0.22% | +2.3% |
| Q1 2022 | $494,000 | +4.0% | 7,513 | +4.6% | 0.22% | +15.2% |
| Q4 2021 | $475,000 | +15.6% | 7,186 | +108.3% | 0.19% | -0.5% |
| Q3 2021 | $411,000 | +37.9% | 3,450 | +39.5% | 0.19% | +41.2% |
| Q2 2021 | $298,000 | +2.8% | 2,474 | +1.3% | 0.14% | -4.9% |
| Q1 2021 | $290,000 | +46.5% | 2,443 | +33.1% | 0.14% | +27.7% |
| Q4 2020 | $198,000 | +10.6% | 1,836 | 0.0% | 0.11% | +4.7% |
| Q3 2020 | $179,000 | – | 1,836 | – | 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% |