WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $504,956 | -3.3% | 8,212 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $522,284 | +2.8% | 8,212 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $507,995 | +49850.3% | 8,212 | -50.0% | 0.02% | -14.8% |
Q4 2022 | $1,017 | -99.8% | 16,424 | +98.0% | 0.03% | -12.9% |
Q3 2022 | $458,000 | +23.1% | 8,294 | +31.8% | 0.03% | +14.8% |
Q2 2022 | $372,000 | -31.7% | 6,294 | -24.1% | 0.03% | -10.0% |
Q1 2022 | $545,000 | -0.9% | 8,294 | -0.4% | 0.03% | +7.1% |
Q4 2021 | $550,000 | +10.2% | 8,330 | +98.9% | 0.03% | 0.0% |
Q3 2021 | $499,000 | -1.0% | 4,187 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $504,000 | +5.0% | 4,187 | 0.0% | 0.03% | -3.4% |
Q1 2021 | $480,000 | +6.2% | 4,187 | -0.3% | 0.03% | +3.6% |
Q4 2020 | $452,000 | +10.8% | 4,201 | 0.0% | 0.03% | -3.4% |
Q3 2020 | $408,000 | -1.4% | 4,201 | -5.7% | 0.03% | -6.5% |
Q2 2020 | $414,000 | +14.7% | 4,457 | 0.0% | 0.03% | -11.4% |
Q1 2020 | $361,000 | -27.5% | 4,457 | -5.2% | 0.04% | -18.6% |
Q4 2019 | $498,000 | +5.7% | 4,703 | -1.1% | 0.04% | -4.4% |
Q3 2019 | $471,000 | -13.7% | 4,756 | -15.5% | 0.04% | -15.1% |
Q2 2019 | $546,000 | +21.9% | 5,631 | +18.4% | 0.05% | +17.8% |
Q1 2019 | $448,000 | +11.7% | 4,756 | +0.1% | 0.04% | -2.2% |
Q4 2018 | $401,000 | -4.1% | 4,752 | +8.6% | 0.05% | -2.1% |
Q3 2018 | $418,000 | -1.9% | 4,376 | -7.9% | 0.05% | -4.1% |
Q2 2018 | $426,000 | +1.2% | 4,752 | 0.0% | 0.05% | -7.5% |
Q1 2018 | $421,000 | -3.9% | 4,752 | 0.0% | 0.05% | +1.9% |
Q4 2017 | $438,000 | – | 4,752 | – | 0.05% | – |
Download |
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% |