WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,885,211 | -5.1% | 79,447 | -1.8% | 0.02% | -5.0% |
Q2 2023 | $5,147,426 | +1.7% | 80,934 | -1.1% | 0.02% | -9.1% |
Q1 2023 | $5,061,638 | -16.7% | 81,824 | -16.6% | 0.02% | -29.0% |
Q4 2022 | $6,079,160 | +6.9% | 98,130 | -4.7% | 0.03% | -6.1% |
Q3 2022 | $5,688,000 | -8.0% | 102,940 | -1.6% | 0.03% | -17.5% |
Q2 2022 | $6,181,000 | -4.4% | 104,584 | +6.3% | 0.04% | -4.8% |
Q1 2022 | $6,464,000 | -9.7% | 98,358 | -9.3% | 0.04% | -14.3% |
Q4 2021 | $7,158,000 | +10.7% | 108,385 | +100.0% | 0.05% | -9.3% |
Q3 2021 | $6,465,000 | -3.7% | 54,196 | -2.8% | 0.05% | -14.3% |
Q2 2021 | $6,711,000 | +6.9% | 55,774 | +1.9% | 0.06% | -7.4% |
Q1 2021 | $6,275,000 | +410.2% | 54,718 | +378.3% | 0.07% | +325.0% |
Q4 2020 | $1,230,000 | +73.2% | 11,441 | +56.6% | 0.02% | +33.3% |
Q3 2020 | $710,000 | -33.0% | 7,305 | -35.9% | 0.01% | -29.4% |
Q2 2020 | $1,059,000 | +37.7% | 11,405 | +14.9% | 0.02% | 0.0% |
Q1 2020 | $769,000 | -29.3% | 9,927 | -2.8% | 0.02% | 0.0% |
Q4 2019 | $1,088,000 | +7.5% | 10,218 | +0.0% | 0.02% | -52.8% |
Q3 2019 | $1,012,000 | +2.2% | 10,216 | 0.0% | 0.04% | -2.7% |
Q2 2019 | $990,000 | +0.9% | 10,216 | -1.9% | 0.04% | -7.5% |
Q1 2019 | $981,000 | +3403.6% | 10,416 | +3027.9% | 0.04% | +1900.0% |
Q4 2018 | $28,000 | -12.5% | 333 | 0.0% | 0.00% | +100.0% |
Q3 2018 | $32,000 | +6.7% | 333 | 0.0% | 0.00% | -50.0% |
Q2 2018 | $30,000 | +76.5% | 333 | +69.9% | 0.00% | +100.0% |
Q1 2018 | $17,000 | -5.6% | 196 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $18,000 | -48.6% | 196 | -50.0% | 0.00% | 0.0% |
Q3 2017 | $35,000 | – | 392 | – | 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% |