WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $676,938 | -3.0% | 11,009 | +0.3% | 0.46% | +2.9% |
| Q2 2023 | $697,899 | +0.6% | 10,973 | -2.2% | 0.44% | -3.3% |
| Q1 2023 | $694,025 | -7.0% | 11,219 | -6.8% | 0.46% | -11.4% |
| Q4 2022 | $745,945 | +13.9% | 12,041 | +1.5% | 0.52% | -2.3% |
| Q3 2022 | $655,000 | -7.4% | 11,861 | -1.0% | 0.53% | -0.9% |
| Q2 2022 | $707,000 | -9.8% | 11,975 | +0.4% | 0.54% | +6.8% |
| Q1 2022 | $784,000 | -2.6% | 11,929 | -2.1% | 0.50% | +1.8% |
| Q4 2021 | $805,000 | +2.7% | 12,182 | +2.1% | 0.49% | -1.8% |
| Q1 2021 | $784,000 | – | 11,929 | – | 0.50% | – |
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% |