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 | $919 | -2.1% | 14,952 | +1.2% | 0.10% | +1.0% |
| Q2 2023 | $939 | +1.2% | 14,768 | -1.6% | 0.10% | -9.2% |
| Q1 2023 | $928 | +2.8% | 15,004 | +2.9% | 0.11% | 0.0% |
| Q4 2022 | $903 | -99.9% | 14,583 | -2.0% | 0.11% | +0.9% |
| Q3 2022 | $823,000 | -7.6% | 14,887 | -1.3% | 0.11% | 0.0% |
| Q2 2022 | $891,000 | -10.7% | 15,083 | -0.7% | 0.11% | +9.1% |
| Q1 2022 | $998,000 | -3.1% | 15,182 | -2.7% | 0.10% | +1.0% |
| Q4 2021 | $1,030,000 | +7.6% | 15,602 | +94.5% | 0.10% | -2.0% |
| Q3 2021 | $957,000 | -1.3% | 8,023 | -0.4% | 0.10% | -2.0% |
| Q2 2021 | $970,000 | +3.7% | 8,058 | -1.2% | 0.10% | -4.7% |
| Q1 2021 | $935,000 | +5.9% | 8,152 | -0.7% | 0.11% | 0.0% |
| Q4 2020 | $883,000 | +11.2% | 8,211 | +0.4% | 0.11% | -4.5% |
| Q3 2020 | $794,000 | -2.6% | 8,179 | -18.8% | 0.11% | -29.6% |
| Q1 2020 | $815,000 | -26.0% | 10,071 | -3.2% | 0.16% | -4.8% |
| Q4 2019 | $1,102,000 | +17.2% | 10,401 | +9.6% | 0.17% | +5.0% |
| Q3 2019 | $940,000 | +6.1% | 9,487 | +3.8% | 0.16% | +1.9% |
| Q2 2019 | $886,000 | +6.0% | 9,141 | +3.0% | 0.16% | +2.0% |
| Q1 2019 | $836,000 | +3.0% | 8,873 | -7.7% | 0.15% | -13.6% |
| Q4 2018 | $812,000 | -74.6% | 9,616 | -71.3% | 0.18% | -71.4% |
| Q3 2018 | $3,195,000 | -36.4% | 33,484 | -40.2% | 0.62% | -39.4% |
| Q2 2018 | $5,024,000 | +1.7% | 55,979 | +0.3% | 1.02% | -0.1% |
| Q1 2018 | $4,938,000 | +11.8% | 55,799 | +16.4% | 1.02% | +7.3% |
| Q4 2017 | $4,415,000 | +5.5% | 47,925 | -0.6% | 0.95% | +1.4% |
| Q3 2017 | $4,185,000 | +2.0% | 48,195 | -1.2% | 0.94% | -5.7% |
| Q2 2017 | $4,101,000 | +3.2% | 48,780 | +1.8% | 1.00% | +15.5% |
| Q1 2017 | $3,973,000 | -46.5% | 47,910 | -48.5% | 0.86% | -56.3% |
| Q4 2016 | $7,432,000 | +1302.3% | 93,022 | +1251.3% | 1.97% | +1261.4% |
| Q3 2016 | $530,000 | +6.9% | 6,884 | +5.2% | 0.14% | +2.8% |
| Q2 2016 | $496,000 | +6.4% | 6,544 | +3.1% | 0.14% | +3.7% |
| Q1 2016 | $466,000 | +3.6% | 6,350 | +0.3% | 0.14% | +3.0% |
| Q4 2015 | $450,000 | +11.7% | 6,329 | +5.8% | 0.13% | +3.1% |
| Q3 2015 | $403,000 | -12.8% | 5,982 | -6.1% | 0.13% | -7.9% |
| Q2 2015 | $462,000 | – | 6,370 | – | 0.14% | – |
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% |