WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,049 | -3.9% | 4,886 | 0.0% | 0.03% | -11.8% |
| Q2 2023 | $312,264 | +2.5% | 4,886 | 0.0% | 0.03% | -15.0% |
| Q1 2023 | $304,691 | -1.0% | 4,886 | 0.0% | 0.04% | -13.0% |
| Q4 2022 | $307,623 | +13.9% | 4,886 | 0.0% | 0.05% | -14.8% |
| Q3 2022 | $270,000 | -6.6% | 4,886 | 0.0% | 0.05% | -12.9% |
| Q2 2022 | $289,000 | -10.5% | 4,886 | 0.0% | 0.06% | -13.9% |
| Q1 2022 | $323,000 | -0.3% | 4,886 | 0.0% | 0.07% | -28.0% |
| Q4 2021 | $324,000 | – | 4,886 | – | 0.10% | – |
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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% |