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 | 392,887 | $34,767,000 | 10.15% |
Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |