WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $808,598 | -69.3% | 13,150 | -68.2% | 0.00% | -100.0% |
| Q2 2023 | $2,630,411 | +296.6% | 41,359 | +285.8% | 0.00% | – |
| Q1 2023 | $663,188 | +19.5% | 10,721 | +19.6% | 0.00% | – |
| Q4 2022 | $555,132 | -61.9% | 8,961 | -66.0% | 0.00% | – |
| Q3 2022 | $1,457,000 | +266.1% | 26,362 | +291.2% | 0.00% | – |
| Q2 2022 | $398,000 | -59.8% | 6,738 | -55.2% | 0.00% | – |
| Q1 2022 | $990,000 | -42.0% | 15,051 | -41.7% | 0.00% | – |
| Q4 2021 | $1,706,000 | -74.4% | 25,833 | -53.7% | 0.00% | -100.0% |
| Q3 2021 | $6,653,000 | +54.9% | 55,770 | +56.2% | 0.00% | 0.0% |
| Q2 2021 | $4,295,000 | -66.2% | 35,702 | -67.8% | 0.00% | -66.7% |
| Q1 2021 | $12,705,000 | -48.6% | 110,789 | -51.8% | 0.00% | -40.0% |
| Q4 2020 | $24,697,000 | +379.6% | 229,742 | +332.9% | 0.01% | +400.0% |
| Q3 2020 | $5,150,000 | +2139.1% | 53,066 | +2047.6% | 0.00% | – |
| Q2 2020 | $230,000 | -97.6% | 2,471 | -97.9% | 0.00% | -100.0% |
| Q1 2020 | $9,561,000 | -28.4% | 118,127 | -6.3% | 0.00% | 0.0% |
| Q4 2019 | $13,360,000 | -5.2% | 126,122 | -11.3% | 0.00% | -25.0% |
| Q3 2019 | $14,093,000 | +104.8% | 142,253 | +100.3% | 0.00% | +100.0% |
| Q2 2019 | $6,882,000 | -69.1% | 71,030 | -69.9% | 0.00% | -66.7% |
| Q1 2019 | $22,250,000 | -38.6% | 236,157 | -45.0% | 0.01% | -45.5% |
| Q4 2018 | $36,249,000 | +508.6% | 429,236 | +587.6% | 0.01% | +450.0% |
| Q3 2018 | $5,956,000 | +273.4% | 62,428 | +251.1% | 0.00% | – |
| Q2 2018 | $1,595,000 | -47.4% | 17,779 | -48.1% | 0.00% | -100.0% |
| Q1 2018 | $3,032,000 | +34.3% | 34,259 | +39.8% | 0.00% | 0.0% |
| Q4 2017 | $2,258,000 | +117.5% | 24,507 | +104.9% | 0.00% | – |
| Q3 2017 | $1,038,000 | -79.5% | 11,962 | -80.2% | 0.00% | -100.0% |
| Q2 2017 | $5,075,000 | +327.2% | 60,364 | +321.4% | 0.00% | – |
| Q1 2017 | $1,188,000 | -62.2% | 14,324 | -63.6% | 0.00% | -100.0% |
| Q4 2016 | $3,146,000 | -26.9% | 39,381 | -29.5% | 0.00% | 0.0% |
| Q3 2016 | $4,302,000 | -32.8% | 55,869 | -33.9% | 0.00% | -50.0% |
| Q2 2016 | $6,401,000 | +11.0% | 84,499 | +7.6% | 0.00% | 0.0% |
| Q1 2016 | $5,766,000 | -4.4% | 78,563 | -7.3% | 0.00% | 0.0% |
| Q4 2015 | $6,032,000 | +329.0% | 84,791 | +305.8% | 0.00% | – |
| Q3 2015 | $1,406,000 | -44.5% | 20,896 | -40.3% | 0.00% | -100.0% |
| Q2 2015 | $2,535,000 | -59.1% | 34,975 | -58.6% | 0.00% | -50.0% |
| Q1 2015 | $6,195,000 | -13.8% | 84,514 | -12.8% | 0.00% | 0.0% |
| Q4 2014 | $7,186,000 | +105.5% | 96,905 | +97.3% | 0.00% | +100.0% |
| Q3 2014 | $3,496,000 | -21.4% | 49,116 | -21.8% | 0.00% | 0.0% |
| Q2 2014 | $4,450,000 | +20.2% | 62,814 | +14.8% | 0.00% | 0.0% |
| Q1 2014 | $3,702,000 | +23.9% | 54,727 | +21.9% | 0.00% | 0.0% |
| Q4 2013 | $2,987,000 | -22.5% | 44,887 | -28.7% | 0.00% | 0.0% |
| Q3 2013 | $3,854,000 | +55.2% | 62,956 | +51.6% | 0.00% | 0.0% |
| Q2 2013 | $2,484,000 | – | 41,537 | – | 0.00% | – |
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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% |