WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,192 | -3.3% | 5,565 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $353,934 | +2.8% | 5,565 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $344,251 | +99682.9% | 5,565 | 0.0% | 0.02% | +6.7% |
| Q4 2022 | $345 | -99.9% | 5,565 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $308,000 | -6.4% | 5,565 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $329,000 | +0.9% | 5,565 | +12.1% | 0.01% | +27.3% |
| Q1 2022 | $326,000 | -0.6% | 4,966 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | -44.6% | 4,966 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $592,000 | +98.0% | 4,966 | +100.0% | 0.01% | +9.1% |
| Q2 2021 | $299,000 | +4.9% | 2,483 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $285,000 | -32.9% | 2,483 | -37.2% | 0.01% | -40.0% |
| Q4 2020 | $425,000 | +10.7% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $384,000 | -0.3% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $385,000 | +20.3% | 3,956 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $320,000 | -23.6% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $419,000 | +6.9% | 3,956 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $392,000 | +2.3% | 3,956 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $383,000 | +2.7% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $373,000 | +11.7% | 3,956 | 0.0% | 0.02% | -4.3% |
| Q4 2018 | $334,000 | -26.4% | 3,956 | -16.8% | 0.02% | -11.5% |
| Q3 2018 | $454,000 | +6.3% | 4,756 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $427,000 | +1.4% | 4,756 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $421,000 | +15.7% | 4,756 | +20.2% | 0.03% | +17.4% |
| Q4 2017 | $364,000 | +5.8% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $344,000 | +3.3% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $333,000 | +1.5% | 3,956 | 0.0% | 0.02% | +4.5% |
| Q1 2017 | $328,000 | – | 3,956 | – | 0.02% | – |
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% |