WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $256,794 | -0.1% | 4,151 | +0.0% | 0.08% | -7.1% |
| Q4 2022 | $257,114 | +23.0% | 4,150 | +9.2% | 0.08% | -11.5% |
| Q3 2022 | $209,000 | -6.7% | 3,800 | 0.0% | 0.10% | -11.9% |
| Q2 2022 | $224,000 | -8.9% | 3,800 | +1.4% | 0.11% | +3.8% |
| Q1 2022 | $246,000 | -0.4% | 3,747 | +0.0% | 0.10% | +5.0% |
| Q4 2021 | $247,000 | -4.6% | 3,746 | +72.4% | 0.10% | -38.7% |
| Q3 2021 | $259,000 | +564.1% | 2,173 | +485.7% | 0.16% | +482.1% |
| Q4 2020 | $39,000 | – | 371 | – | 0.03% | – |
Download | ||||||
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% |