WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $627,826 | +0.1% | 10,210 | +3.5% | 0.04% | +2.9% |
Q2 2023 | $627,207 | +102720.8% | 9,862 | +0.1% | 0.03% | 0.0% |
Q1 2023 | $610 | 0.0% | 9,857 | +0.0% | 0.03% | -5.6% |
Q4 2022 | $610 | -99.9% | 9,853 | -50.0% | 0.04% | +2.9% |
Q3 2022 | $1,088,000 | +92.6% | 19,696 | +106.0% | 0.04% | +6.1% |
Q2 2022 | $565,000 | -25.7% | 9,562 | -17.3% | 0.03% | -13.2% |
Q1 2022 | $760,000 | -0.5% | 11,562 | 0.0% | 0.04% | +5.6% |
Q4 2021 | $764,000 | +10.7% | 11,562 | +100.0% | 0.04% | -2.7% |
Q3 2021 | $690,000 | -0.9% | 5,781 | 0.0% | 0.04% | +2.8% |
Q2 2021 | $696,000 | -38.4% | 5,781 | -41.3% | 0.04% | -42.9% |
Q1 2021 | $1,129,000 | +6.7% | 9,843 | 0.0% | 0.06% | -3.1% |
Q4 2020 | $1,058,000 | +10.8% | 9,843 | 0.0% | 0.06% | -1.5% |
Q3 2020 | $955,000 | +4.0% | 9,843 | -0.4% | 0.07% | -1.5% |
Q2 2020 | $918,000 | +3.0% | 9,883 | -10.3% | 0.07% | -10.7% |
Q1 2020 | $891,000 | -46.5% | 11,013 | -29.9% | 0.08% | -33.6% |
Q4 2019 | $1,664,000 | +6.0% | 15,713 | -0.8% | 0.11% | -4.2% |
Q3 2019 | $1,570,000 | +2.3% | 15,843 | 0.0% | 0.12% | +3.5% |
Q2 2019 | $1,535,000 | +3.6% | 15,843 | +0.8% | 0.11% | +3.6% |
Q1 2019 | $1,481,000 | +10.9% | 15,720 | -0.6% | 0.11% | +1.9% |
Q4 2018 | $1,336,000 | -12.0% | 15,820 | -0.6% | 0.11% | +1.9% |
Q3 2018 | $1,519,000 | +4.3% | 15,920 | -1.8% | 0.11% | -5.4% |
Q2 2018 | $1,456,000 | +1.5% | 16,220 | 0.0% | 0.11% | -0.9% |
Q1 2018 | $1,435,000 | -3.9% | 16,220 | 0.0% | 0.11% | -2.6% |
Q4 2017 | $1,494,000 | +6.0% | 16,220 | -0.1% | 0.12% | +0.9% |
Q3 2017 | $1,410,000 | +3.3% | 16,240 | 0.0% | 0.12% | -0.9% |
Q2 2017 | $1,365,000 | +1.3% | 16,240 | 0.0% | 0.12% | -3.3% |
Q1 2017 | $1,347,000 | +3.1% | 16,240 | -0.6% | 0.12% | -4.0% |
Q4 2016 | $1,306,000 | -13.2% | 16,340 | -16.4% | 0.12% | -16.7% |
Q3 2016 | $1,504,000 | -4.7% | 19,540 | -6.2% | 0.15% | -9.1% |
Q2 2016 | $1,579,000 | -1.9% | 20,840 | -4.9% | 0.16% | -5.2% |
Q1 2016 | $1,609,000 | +5.6% | 21,915 | +2.3% | 0.17% | -1.1% |
Q4 2015 | $1,523,000 | +3.6% | 21,415 | -2.0% | 0.18% | -1.7% |
Q3 2015 | $1,470,000 | -6.7% | 21,845 | +0.5% | 0.18% | +1.7% |
Q2 2015 | $1,576,000 | -1.6% | 21,745 | -0.5% | 0.18% | -4.9% |
Q1 2015 | $1,601,000 | -6.1% | 21,845 | -5.0% | 0.18% | -6.6% |
Q4 2014 | $1,705,000 | +4.2% | 22,995 | 0.0% | 0.20% | +1.5% |
Q3 2014 | $1,637,000 | +0.6% | 22,995 | 0.0% | 0.20% | 0.0% |
Q2 2014 | $1,628,000 | -4.5% | 22,995 | -8.7% | 0.20% | -9.7% |
Q1 2014 | $1,704,000 | -3.3% | 25,195 | -4.9% | 0.22% | -10.0% |
Q4 2013 | $1,763,000 | +8.7% | 26,495 | 0.0% | 0.24% | -2.8% |
Q3 2013 | $1,622,000 | +1.2% | 26,495 | -1.1% | 0.25% | -4.6% |
Q2 2013 | $1,603,000 | – | 26,795 | – | 0.26% | – |
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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% |