WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 298 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,510,637 | -3.2% | 24,567 | +0.1% | 1.03% | -0.1% |
| Q2 2023 | $1,560,524 | +4.4% | 24,537 | +1.6% | 1.03% | +3.6% |
| Q1 2023 | $1,494,087 | +0.1% | 24,153 | +0.2% | 0.99% | +26.3% |
| Q4 2022 | $1,493,210 | +13.6% | 24,103 | +1.4% | 0.79% | -10.4% |
| Q3 2022 | $1,314,000 | -0.2% | 23,771 | +6.8% | 0.88% | +4.0% |
| Q2 2022 | $1,316,000 | +13.7% | 22,259 | +26.4% | 0.84% | +17.5% |
| Q1 2022 | $1,157,000 | +0.1% | 17,609 | +0.6% | 0.72% | -22.1% |
| Q4 2021 | $1,156,000 | – | 17,497 | – | 0.92% | – |
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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% |