WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,414,270 | -3.3% | 23,000 | 0.0% | 0.28% | +0.4% |
Q2 2023 | $1,462,800 | +2.8% | 23,000 | 0.0% | 0.28% | -2.7% |
Q1 2023 | $1,422,780 | -0.1% | 23,000 | 0.0% | 0.29% | -3.0% |
Q4 2022 | $1,424,850 | +15.9% | 23,000 | +3.4% | 0.30% | +5.3% |
Q3 2022 | $1,229,000 | -7.5% | 22,252 | -1.0% | 0.28% | -1.0% |
Q2 2022 | $1,328,000 | -12.4% | 22,482 | -2.6% | 0.29% | +1.1% |
Q1 2022 | $1,516,000 | -19.6% | 23,082 | -19.2% | 0.28% | -19.7% |
Q4 2021 | $1,885,000 | +10.8% | 28,552 | +100.0% | 0.36% | +2.0% |
Q3 2021 | $1,702,000 | -1.3% | 14,276 | -0.4% | 0.35% | -3.1% |
Q2 2021 | $1,725,000 | +4.9% | 14,336 | 0.0% | 0.36% | -0.8% |
Q1 2021 | $1,644,000 | +6.4% | 14,336 | -0.3% | 0.36% | -1.4% |
Q4 2020 | $1,545,000 | +8.5% | 14,376 | -2.0% | 0.37% | -2.4% |
Q3 2020 | $1,424,000 | +2.8% | 14,676 | -1.6% | 0.38% | -1.1% |
Q2 2020 | $1,385,000 | +12.8% | 14,911 | -1.7% | 0.38% | -4.3% |
Q1 2020 | $1,228,000 | -23.6% | 15,166 | 0.0% | 0.40% | -4.1% |
Q4 2019 | $1,607,000 | -5.0% | 15,166 | -11.1% | 0.41% | -10.4% |
Q3 2019 | $1,691,000 | +1.1% | 17,066 | -1.2% | 0.46% | -0.6% |
Q2 2019 | $1,673,000 | +2.8% | 17,266 | 0.0% | 0.46% | -0.9% |
Q1 2019 | $1,627,000 | +11.3% | 17,266 | -0.3% | 0.47% | +0.6% |
Q4 2018 | $1,462,000 | -12.2% | 17,316 | -0.8% | 0.47% | +2.6% |
Q3 2018 | $1,665,000 | +6.3% | 17,455 | 0.0% | 0.45% | -2.6% |
Q2 2018 | $1,567,000 | +1.9% | 17,455 | +0.4% | 0.47% | +1.3% |
Q1 2018 | $1,538,000 | -12.0% | 17,380 | -8.4% | 0.46% | -6.7% |
Q4 2017 | $1,748,000 | +6.1% | 18,980 | 0.0% | 0.49% | -2.0% |
Q3 2017 | $1,648,000 | +3.3% | 18,980 | 0.0% | 0.50% | -0.6% |
Q2 2017 | $1,596,000 | +0.3% | 18,980 | -1.0% | 0.51% | -2.3% |
Q1 2017 | $1,591,000 | +2.8% | 19,180 | -1.0% | 0.52% | -1.7% |
Q4 2016 | $1,548,000 | +3.7% | 19,380 | -0.1% | 0.53% | -0.8% |
Q3 2016 | $1,493,000 | -8.9% | 19,390 | -10.3% | 0.53% | -12.4% |
Q2 2016 | $1,638,000 | +3.4% | 21,620 | +0.2% | 0.61% | -1.5% |
Q1 2016 | $1,584,000 | +4.6% | 21,580 | +1.4% | 0.62% | +2.7% |
Q4 2015 | $1,515,000 | +12.3% | 21,290 | +6.2% | 0.60% | +5.3% |
Q3 2015 | $1,349,000 | +23.8% | 20,040 | +33.2% | 0.57% | +33.9% |
Q2 2015 | $1,090,000 | 0.0% | 15,040 | +1.1% | 0.42% | -2.1% |
Q1 2015 | $1,090,000 | +1.5% | 14,870 | +2.7% | 0.43% | -2.0% |
Q4 2014 | $1,074,000 | +6.4% | 14,482 | +2.1% | 0.44% | +2.1% |
Q3 2014 | $1,009,000 | +0.4% | 14,182 | -0.1% | 0.43% | -0.7% |
Q2 2014 | $1,005,000 | +4.6% | 14,200 | 0.0% | 0.44% | -2.5% |
Q1 2014 | $961,000 | +0.1% | 14,200 | -1.5% | 0.45% | -4.1% |
Q4 2013 | $960,000 | +13.9% | 14,420 | +4.7% | 0.47% | +3.3% |
Q3 2013 | $843,000 | +2.9% | 13,770 | +0.6% | 0.45% | -2.0% |
Q2 2013 | $819,000 | – | 13,690 | – | 0.46% | – |
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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% |