WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,405 | -3.3% | 7,520 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $478,272 | +2.8% | 7,520 | 0.0% | 0.06% | -3.2% |
| Q1 2023 | $465,187 | -0.1% | 7,520 | 0.0% | 0.06% | -4.6% |
| Q4 2022 | $465,864 | +12.0% | 7,520 | 0.0% | 0.06% | -3.0% |
| Q3 2022 | $416,000 | -6.3% | 7,520 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $444,000 | -10.1% | 7,520 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $494,000 | -0.6% | 7,520 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $497,000 | +9.0% | 7,520 | +96.9% | 0.07% | -1.4% |
| Q3 2021 | $456,000 | -0.9% | 3,820 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $460,000 | +5.0% | 3,820 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $438,000 | +6.6% | 3,820 | 0.0% | 0.07% | -2.7% |
| Q4 2020 | $411,000 | +10.8% | 3,820 | 0.0% | 0.07% | +4.3% |
| Q3 2020 | $371,000 | +4.5% | 3,820 | 0.0% | 0.07% | -2.8% |
| Q2 2020 | $355,000 | – | 3,820 | – | 0.07% | – |
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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% |