WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |