WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,428,630 | -3.4% | 39,496 | -0.1% | 0.03% | -6.9% |
| Q2 2023 | $2,515,228 | -31.0% | 39,548 | -32.9% | 0.03% | -35.6% |
| Q1 2023 | $3,644,633 | +20.2% | 58,917 | +20.4% | 0.04% | +12.5% |
| Q4 2022 | $3,032,141 | +95.5% | 48,945 | +74.4% | 0.04% | +66.7% |
| Q3 2022 | $1,551,000 | -9.2% | 28,071 | -3.0% | 0.02% | -7.7% |
| Q2 2022 | $1,709,000 | -9.9% | 28,925 | +0.3% | 0.03% | 0.0% |
| Q1 2022 | $1,896,000 | -2.3% | 28,827 | -1.9% | 0.03% | -10.3% |
| Q4 2021 | $1,940,000 | +12.8% | 29,373 | +103.8% | 0.03% | 0.0% |
| Q3 2021 | $1,720,000 | -7.1% | 14,414 | -6.5% | 0.03% | -14.7% |
| Q2 2021 | $1,852,000 | -1.1% | 15,421 | -5.5% | 0.03% | -15.0% |
| Q1 2021 | $1,873,000 | -71.4% | 16,311 | -73.2% | 0.04% | -74.4% |
| Q4 2020 | $6,549,000 | -27.6% | 60,908 | -34.7% | 0.16% | +7.6% |
| Q3 2020 | $9,048,000 | +68.8% | 93,257 | +61.4% | 0.14% | -6.5% |
| Q2 2020 | $5,360,000 | -12.1% | 57,767 | -23.4% | 0.16% | -14.8% |
| Q1 2020 | $6,100,000 | -16.2% | 75,420 | +9.8% | 0.18% | +7.7% |
| Q4 2019 | $7,283,000 | +25.1% | 68,708 | +16.8% | 0.17% | -28.1% |
| Q3 2019 | $5,823,000 | +297.2% | 58,821 | +288.9% | 0.24% | +261.5% |
| Q2 2019 | $1,466,000 | +10.1% | 15,124 | +7.0% | 0.06% | -8.5% |
| Q1 2019 | $1,332,000 | +9.4% | 14,138 | -1.9% | 0.07% | -65.4% |
| Q4 2018 | $1,218,000 | – | 14,417 | – | 0.20% | – |
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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% |