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 | $57,493 | +18.9% | 935 | +23.0% | 0.01% | +25.0% |
| Q2 2023 | $48,336 | +2.8% | 760 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $47,014 | -0.1% | 760 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $47,082 | +12.1% | 760 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $42,000 | -6.7% | 760 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -10.0% | 760 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $50,000 | +78.6% | 760 | +76.7% | 0.00% | +50.0% |
| Q4 2021 | $28,000 | -91.4% | 430 | -84.2% | 0.00% | -91.3% |
| Q3 2021 | $324,000 | – | 2,715 | – | 0.02% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $8,000 | -11.1% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | – | 91 | – | 0.00% | – |
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% |