WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,180 | -5.6% | 3,906 | -2.4% | 0.06% | -3.5% |
| Q2 2023 | $254,400 | -19.3% | 4,000 | -21.5% | 0.06% | -23.0% |
| Q1 2023 | $315,177 | -28.0% | 5,095 | -28.2% | 0.07% | -51.6% |
| Q4 2022 | $437,823 | -0.3% | 7,096 | -10.7% | 0.15% | -11.0% |
| Q3 2022 | $439,000 | -17.0% | 7,950 | -7.4% | 0.17% | -3.9% |
| Q2 2022 | $529,000 | -11.2% | 8,582 | -5.4% | 0.18% | 0.0% |
| Q1 2022 | $596,000 | -23.6% | 9,070 | -23.3% | 0.18% | -22.2% |
| Q4 2021 | $780,000 | -57.2% | 11,818 | -17.5% | 0.23% | -57.7% |
| Q3 2021 | $1,822,000 | -28.8% | 14,329 | -31.3% | 0.54% | -32.2% |
| Q2 2021 | $2,558,000 | -4.9% | 20,851 | -8.3% | 0.80% | -5.8% |
| Q1 2021 | $2,689,000 | +4.6% | 22,728 | -5.0% | 0.85% | -12.5% |
| Q4 2020 | $2,571,000 | – | 23,915 | – | 0.97% | – |
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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% |