WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,196,926 | +20.5% | 68,254 | +24.6% | 0.01% | 0.0% |
Q2 2023 | $3,483,492 | +13.2% | 54,772 | +10.1% | 0.01% | +25.0% |
Q1 2023 | $3,078,168 | +15.3% | 49,760 | +15.4% | 0.00% | 0.0% |
Q4 2022 | $2,670,503 | +104.6% | 43,108 | +82.4% | 0.00% | +100.0% |
Q3 2022 | $1,305,000 | +1.8% | 23,628 | +9.0% | 0.00% | 0.0% |
Q2 2022 | $1,282,000 | -28.2% | 21,675 | -20.2% | 0.00% | -33.3% |
Q1 2022 | $1,785,000 | +10.0% | 27,157 | +10.5% | 0.00% | 0.0% |
Q4 2021 | $1,622,000 | +29.3% | 24,570 | +133.6% | 0.00% | +50.0% |
Q3 2021 | $1,254,000 | +9.0% | 10,518 | +10.0% | 0.00% | 0.0% |
Q2 2021 | $1,150,000 | +5.6% | 9,558 | +0.7% | 0.00% | 0.0% |
Q1 2021 | $1,089,000 | +1.8% | 9,488 | -4.6% | 0.00% | 0.0% |
Q4 2020 | $1,070,000 | +2.8% | 9,950 | -7.3% | 0.00% | -33.3% |
Q3 2020 | $1,041,000 | +5.4% | 10,729 | +0.8% | 0.00% | 0.0% |
Q2 2020 | $988,000 | +8.3% | 10,640 | -5.6% | 0.00% | -25.0% |
Q1 2020 | $912,000 | -15.9% | 11,268 | +10.0% | 0.00% | 0.0% |
Q4 2019 | $1,085,000 | +17.3% | 10,240 | +9.7% | 0.00% | 0.0% |
Q3 2019 | $925,000 | +19.0% | 9,336 | +16.4% | 0.00% | +33.3% |
Q2 2019 | $777,000 | +87.7% | 8,018 | +82.4% | 0.00% | +50.0% |
Q1 2019 | $414,000 | +12.2% | 4,396 | +0.5% | 0.00% | 0.0% |
Q4 2018 | $369,000 | -15.6% | 4,373 | -4.4% | 0.00% | 0.0% |
Q3 2018 | $437,000 | +15.0% | 4,576 | +8.2% | 0.00% | 0.0% |
Q2 2018 | $380,000 | +0.3% | 4,229 | -1.3% | 0.00% | 0.0% |
Q1 2018 | $379,000 | +0.5% | 4,285 | +4.9% | 0.00% | 0.0% |
Q4 2017 | $377,000 | +8.6% | 4,085 | +2.2% | 0.00% | 0.0% |
Q3 2017 | $347,000 | +9.1% | 3,998 | +5.7% | 0.00% | -33.3% |
Q2 2017 | $318,000 | +1.3% | 3,784 | +0.1% | 0.00% | 0.0% |
Q1 2017 | $314,000 | +63.5% | 3,782 | +58.0% | 0.00% | +50.0% |
Q4 2016 | $192,000 | +6.7% | 2,394 | +0.8% | 0.00% | -33.3% |
Q2 2016 | $180,000 | +20.8% | 2,375 | +16.7% | 0.00% | +50.0% |
Q1 2016 | $149,000 | -6.3% | 2,035 | -8.8% | 0.00% | -33.3% |
Q4 2015 | $159,000 | +117.8% | 2,232 | +104.8% | 0.00% | +50.0% |
Q3 2015 | $73,000 | +812.5% | 1,090 | +918.7% | 0.00% | – |
Q2 2015 | $8,000 | -65.2% | 107 | -66.1% | 0.00% | -100.0% |
Q4 2014 | $23,000 | +4.5% | 316 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $22,000 | 0.0% | 316 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $22,000 | +4.8% | 316 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $21,000 | -57.1% | 316 | -57.1% | 0.00% | -50.0% |
Q4 2013 | $49,000 | -93.8% | 737 | -94.3% | 0.00% | -95.1% |
Q3 2013 | $786,000 | – | 12,841 | – | 0.04% | – |
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% |