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 | $376,690 | -2.7% | 6,126 | +0.6% | 0.26% | -0.4% |
Q2 2023 | $387,211 | +3.5% | 6,088 | +0.6% | 0.26% | -1.9% |
Q1 2023 | $374,254 | +0.4% | 6,050 | +0.6% | 0.26% | -4.7% |
Q4 2022 | $372,619 | -19.0% | 6,015 | -27.7% | 0.28% | -25.1% |
Q3 2022 | $460,000 | -5.7% | 8,321 | +0.7% | 0.37% | -2.1% |
Q2 2022 | $488,000 | -24.2% | 8,262 | -15.7% | 0.38% | -16.3% |
Q1 2022 | $644,000 | +75.5% | 9,803 | +76.2% | 0.45% | +73.0% |
Q4 2021 | $367,000 | – | 5,564 | – | 0.26% | – |
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% |