WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,603 | -3.3% | 6,580 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $418,488 | +2.8% | 6,580 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $407,038 | -0.1% | 6,580 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $407,631 | +12.0% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $364,000 | -6.4% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $389,000 | -10.0% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $432,000 | -0.7% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $435,000 | +11.0% | 6,580 | +100.0% | 0.02% | 0.0% |
| Q3 2021 | $392,000 | -1.0% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $396,000 | +5.0% | 3,290 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $377,000 | +6.5% | 3,290 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $354,000 | +11.0% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $319,000 | +4.2% | 3,290 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $306,000 | +15.0% | 3,290 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $266,000 | -23.8% | 3,290 | 0.0% | 0.02% | -9.1% |
| Q4 2019 | $349,000 | +7.1% | 3,290 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $326,000 | +2.2% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $319,000 | +2.9% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $310,000 | +11.5% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $278,000 | -11.5% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $314,000 | +6.4% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $295,000 | +1.4% | 3,290 | 0.0% | 0.02% | -4.2% |
| Q1 2018 | $291,000 | -4.0% | 3,290 | 0.0% | 0.02% | -7.7% |
| Q4 2017 | $303,000 | +5.9% | 3,290 | 0.0% | 0.03% | -3.7% |
| Q3 2017 | $286,000 | +3.2% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $277,000 | +1.5% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $273,000 | +3.8% | 3,290 | 0.0% | 0.03% | -3.6% |
| Q4 2016 | $263,000 | +4.0% | 3,290 | 0.0% | 0.03% | -3.4% |
| Q3 2016 | $253,000 | +1.6% | 3,290 | 0.0% | 0.03% | +3.6% |
| Q2 2016 | $249,000 | +3.3% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $241,000 | +3.0% | 3,290 | 0.0% | 0.03% | +3.7% |
| Q4 2015 | $234,000 | +5.9% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $221,000 | – | 3,290 | – | 0.03% | – |
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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% |