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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $722,323 | -8.8% | 11,747 | -5.7% | 0.67% | -6.4% |
| Q2 2023 | $791,947 | -9.8% | 12,452 | -12.3% | 0.72% | -14.0% |
| Q1 2023 | $877,917 | -4.5% | 14,192 | -4.3% | 0.84% | -6.1% |
| Q4 2022 | $919,028 | +6.6% | 14,835 | -4.9% | 0.89% | -2.2% |
| Q3 2022 | $862,000 | -25.3% | 15,605 | -20.1% | 0.91% | -16.6% |
| Q2 2022 | $1,154,000 | +243.5% | 19,526 | +281.4% | 1.09% | +356.1% |
| Q1 2022 | $336,000 | 0.0% | 5,120 | +0.6% | 0.24% | +6.7% |
| Q4 2021 | $336,000 | +2.1% | 5,090 | +84.8% | 0.22% | -23.5% |
| Q3 2021 | $329,000 | +4.4% | 2,755 | +5.4% | 0.29% | +7.3% |
| Q2 2021 | $315,000 | – | 2,614 | – | 0.27% | – |
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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% |