WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,289 | -5.4% | 6,718 | 0.0% | 0.12% | -21.4% |
| Q2 2023 | $427,265 | +0.7% | 6,718 | -2.1% | 0.16% | -14.1% |
| Q1 2023 | $424,360 | -0.1% | 6,860 | 0.0% | 0.18% | -14.7% |
| Q4 2022 | $424,977 | +12.1% | 6,860 | 0.0% | 0.22% | -7.7% |
| Q3 2022 | $379,000 | -6.4% | 6,860 | 0.0% | 0.24% | -4.1% |
| Q2 2022 | $405,000 | -10.2% | 6,860 | 0.0% | 0.24% | +0.4% |
| Q1 2022 | $451,000 | -0.4% | 6,860 | 0.0% | 0.24% | -10.3% |
| Q4 2021 | $453,000 | – | 6,860 | – | 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% |