WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 238 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 9.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,497,121 | -4.1% | 40,610 | -0.8% | 0.09% | +1.1% |
| Q2 2023 | $2,603,556 | -16.9% | 40,936 | -19.1% | 0.09% | -10.6% |
| Q1 2023 | $3,132,101 | +0.7% | 50,632 | +0.9% | 0.10% | -6.3% |
| Q4 2022 | $3,109,407 | +9.8% | 50,192 | -2.1% | 0.11% | +2.8% |
| Q3 2022 | $2,833,000 | -5.7% | 51,270 | +0.9% | 0.11% | +3.8% |
| Q2 2022 | $3,003,000 | -16.0% | 50,806 | -6.6% | 0.10% | -2.8% |
| Q1 2022 | $3,575,000 | -0.2% | 54,394 | +0.3% | 0.11% | +7.0% |
| Q4 2021 | $3,581,000 | -2.6% | 54,227 | +76.0% | 0.10% | -9.9% |
| Q3 2021 | $3,676,000 | -0.8% | 30,814 | +0.0% | 0.11% | +0.9% |
| Q2 2021 | $3,707,000 | +35.2% | 30,811 | +28.8% | 0.11% | +25.0% |
| Q1 2021 | $2,742,000 | +22.5% | 23,913 | +14.9% | 0.09% | +15.8% |
| Q4 2020 | $2,238,000 | +93.3% | 20,819 | +74.5% | 0.08% | +65.2% |
| Q3 2020 | $1,158,000 | +84.4% | 11,934 | +76.6% | 0.05% | +64.3% |
| Q2 2020 | $628,000 | -36.7% | 6,758 | -44.9% | 0.03% | -52.5% |
| Q1 2020 | $992,000 | -52.2% | 12,260 | -37.5% | 0.06% | -33.0% |
| Q4 2019 | $2,076,000 | +113.8% | 19,601 | +100.1% | 0.09% | +87.2% |
| Q3 2019 | $971,000 | – | 9,796 | – | 0.05% | – |
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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% |