WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,244 | -99.9% | 166,596 | +0.7% | 6.00% | +0.4% |
| Q2 2023 | $10,517,891 | +5.6% | 165,376 | +2.7% | 5.98% | +0.5% |
| Q1 2023 | $9,962,082 | +8.4% | 161,042 | +8.6% | 5.95% | -0.8% |
| Q4 2022 | $9,188,029 | +11.7% | 148,313 | -0.4% | 5.99% | +4.5% |
| Q3 2022 | $8,229,000 | +0.6% | 148,912 | +7.6% | 5.74% | +4.9% |
| Q2 2022 | $8,176,000 | -9.9% | 138,346 | +0.2% | 5.46% | +2.5% |
| Q1 2022 | $9,074,000 | +1.4% | 138,075 | +1.9% | 5.33% | +4.3% |
| Q4 2021 | $8,952,000 | +13.8% | 135,546 | +105.5% | 5.11% | +4.8% |
| Q3 2021 | $7,868,000 | – | 65,960 | – | 4.88% | – |
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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% |