WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 170 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $51,000 | +13.3% | 552 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $45,000 | -22.4% | 552 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $58,000 | +5.5% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $55,000 | +3.8% | 552 | 0.0% | 0.01% | +30.0% |
| Q2 2019 | $53,000 | +1.9% | 552 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $52,000 | +10.6% | 552 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $47,000 | -11.3% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $53,000 | +6.0% | 552 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $50,000 | -15.3% | 552 | -17.9% | 0.01% | -25.0% |
| Q1 2018 | $59,000 | -18.1% | 672 | -14.3% | 0.01% | 0.0% |
| Q4 2017 | $72,000 | +5.9% | 784 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $68,000 | +3.0% | 784 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $66,000 | +43.5% | 784 | +42.0% | 0.01% | +50.0% |
| Q1 2017 | $46,000 | +4.5% | 552 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $44,000 | +4.8% | 552 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $42,000 | 0.0% | 552 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $42,000 | -22.2% | 552 | -24.8% | 0.01% | -36.8% |
| Q1 2016 | $54,000 | +80.0% | 734 | +77.7% | 0.02% | +72.7% |
| Q2 2015 | $30,000 | +76.5% | 413 | +78.8% | 0.01% | +57.1% |
| Q1 2015 | $17,000 | – | 231 | – | 0.01% | – |
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% |