WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 95 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $204,000 | -18.7% | 2,103 | -22.2% | 0.01% | -22.2% |
| Q2 2020 | $251,000 | -88.8% | 2,702 | -87.2% | 0.01% | -88.2% |
| Q4 2019 | $2,238,000 | +1059.6% | 21,126 | +990.7% | 0.08% | +985.7% |
| Q3 2019 | $193,000 | -26.6% | 1,937 | -30.5% | 0.01% | -22.2% |
| Q1 2019 | $263,000 | -5.4% | 2,789 | -15.3% | 0.01% | -18.2% |
| Q4 2018 | $278,000 | -12.9% | 3,291 | -1.3% | 0.01% | 0.0% |
| Q3 2018 | $319,000 | +7.0% | 3,335 | +0.6% | 0.01% | 0.0% |
| Q2 2018 | $298,000 | -56.0% | 3,316 | -56.7% | 0.01% | -57.7% |
| Q1 2018 | $677,000 | -3.6% | 7,660 | +1.2% | 0.03% | -7.1% |
| Q4 2017 | $702,000 | -4.1% | 7,569 | -10.3% | 0.03% | -12.5% |
| Q3 2017 | $732,000 | -5.9% | 8,436 | -8.8% | 0.03% | -8.6% |
| Q2 2017 | $778,000 | +4.4% | 9,250 | +3.0% | 0.04% | -10.3% |
| Q1 2017 | $745,000 | -2.5% | 8,979 | -6.1% | 0.04% | 0.0% |
| Q4 2016 | $764,000 | -8.6% | 9,562 | -11.9% | 0.04% | -11.4% |
| Q3 2016 | $836,000 | -4.1% | 10,859 | -5.9% | 0.04% | -10.2% |
| Q2 2016 | $872,000 | -8.6% | 11,535 | -11.0% | 0.05% | -7.5% |
| Q1 2016 | $954,000 | -2.3% | 12,965 | -5.3% | 0.05% | +3.9% |
| Q4 2015 | $976,000 | -70.0% | 13,696 | -71.7% | 0.05% | -71.5% |
| Q3 2015 | $3,252,000 | -12.4% | 48,387 | -5.3% | 0.18% | +7.8% |
| Q2 2015 | $3,712,000 | +382.1% | 51,100 | +385.1% | 0.17% | +225.5% |
| Q1 2015 | $770,000 | -46.8% | 10,534 | -46.0% | 0.05% | -51.4% |
| Q4 2014 | $1,448,000 | -23.3% | 19,520 | -26.3% | 0.10% | -30.0% |
| Q3 2014 | $1,887,000 | -38.4% | 26,484 | -38.8% | 0.15% | -33.3% |
| Q2 2014 | $3,062,000 | +11.3% | 43,252 | +6.4% | 0.22% | +9.2% |
| Q1 2014 | $2,750,000 | +207.3% | 40,667 | +202.1% | 0.21% | +186.1% |
| Q4 2013 | $895,000 | +5.0% | 13,461 | -3.5% | 0.07% | +44.0% |
| Q3 2013 | $852,000 | -4.8% | 13,955 | -6.7% | 0.05% | -29.6% |
| Q2 2013 | $895,000 | – | 14,956 | – | 0.07% | – |
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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% |