WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,374,817 | -4.5% | 1,567,325 | -1.2% | 0.13% | -3.7% |
| Q2 2023 | $100,865,036 | +14.0% | 1,585,928 | +10.9% | 0.13% | +5.5% |
| Q1 2023 | $88,499,221 | -0.9% | 1,430,637 | -0.7% | 0.13% | -5.2% |
| Q4 2022 | $89,297,657 | +12.5% | 1,441,447 | +0.4% | 0.13% | -2.2% |
| Q3 2022 | $79,373,000 | +0.5% | 1,436,358 | +7.5% | 0.14% | +5.4% |
| Q2 2022 | $78,945,000 | +8.5% | 1,335,790 | +20.7% | 0.13% | +15.0% |
| Q1 2022 | $72,758,000 | +5.0% | 1,107,093 | +5.5% | 0.11% | +1.8% |
| Q4 2021 | $69,284,000 | +7.7% | 1,049,116 | +94.5% | 0.11% | -2.6% |
| Q3 2021 | $64,353,000 | +5.0% | 539,464 | +5.9% | 0.11% | +4.6% |
| Q2 2021 | $61,274,000 | -4.6% | 509,261 | -9.1% | 0.11% | -15.5% |
| Q1 2021 | $64,216,000 | +12.8% | 559,955 | +5.8% | 0.13% | +3.2% |
| Q4 2020 | $56,904,000 | +7.3% | 529,337 | -3.1% | 0.12% | -9.4% |
| Q3 2020 | $53,037,000 | +7.1% | 546,552 | +2.5% | 0.14% | -3.5% |
| Q2 2020 | $49,519,000 | +34.5% | 533,148 | +17.2% | 0.14% | +9.2% |
| Q1 2020 | $36,820,000 | +31.5% | 454,908 | +72.1% | 0.13% | +56.0% |
| Q4 2019 | $27,999,000 | +18.7% | 264,316 | +11.0% | 0.08% | +9.1% |
| Q3 2019 | $23,595,000 | +6.0% | 238,167 | +3.7% | 0.08% | +2.7% |
| Q2 2019 | $22,258,000 | +3.9% | 229,704 | +1.0% | 0.08% | -2.6% |
| Q1 2019 | $21,419,000 | +34.1% | 227,325 | +20.2% | 0.08% | +18.5% |
| Q4 2018 | $15,972,000 | +0.4% | 189,129 | +13.4% | 0.06% | +10.2% |
| Q3 2018 | $15,914,000 | +4.6% | 166,794 | -1.6% | 0.06% | -1.7% |
| Q2 2018 | $15,211,000 | +16.4% | 169,476 | +14.8% | 0.06% | +13.2% |
| Q1 2018 | $13,069,000 | +17.8% | 147,687 | +22.7% | 0.05% | +10.4% |
| Q4 2017 | $11,092,000 | +5.0% | 120,411 | -1.1% | 0.05% | -2.0% |
| Q3 2017 | $10,568,000 | +6.3% | 121,697 | +2.9% | 0.05% | -2.0% |
| Q2 2017 | $9,945,000 | -1.2% | 118,279 | -2.6% | 0.05% | -9.1% |
| Q1 2017 | $10,066,000 | +5.6% | 121,379 | +1.8% | 0.06% | -5.2% |
| Q4 2016 | $9,531,000 | +3.2% | 119,285 | -0.6% | 0.06% | -1.7% |
| Q3 2016 | $9,237,000 | +1.8% | 119,981 | +0.2% | 0.06% | -10.6% |
| Q2 2016 | $9,070,000 | -0.4% | 119,726 | -3.5% | 0.07% | -7.0% |
| Q1 2016 | $9,103,000 | -2.0% | 124,017 | -5.0% | 0.07% | -6.6% |
| Q4 2015 | $9,287,000 | +0.7% | 130,545 | -4.7% | 0.08% | -6.2% |
| Q3 2015 | $9,219,000 | -0.3% | 136,977 | +7.4% | 0.08% | -3.6% |
| Q2 2015 | $9,249,000 | +3.8% | 127,591 | +5.0% | 0.08% | 0.0% |
| Q1 2015 | $8,910,000 | -2.4% | 121,554 | -1.3% | 0.08% | -11.6% |
| Q4 2014 | $9,132,000 | +81.3% | 123,136 | +73.9% | 0.10% | +63.8% |
| Q3 2014 | $5,038,000 | +8.8% | 70,794 | +8.3% | 0.06% | -3.3% |
| Q2 2014 | $4,630,000 | -1.3% | 65,394 | -5.7% | 0.06% | -15.5% |
| Q1 2014 | $4,692,000 | +6.9% | 69,360 | +5.1% | 0.07% | -5.3% |
| Q4 2013 | $4,390,000 | +34.2% | 65,973 | +23.4% | 0.08% | +15.4% |
| Q3 2013 | $3,271,000 | +23.5% | 53,442 | +20.7% | 0.06% | +4.8% |
| Q2 2013 | $2,648,000 | – | 44,272 | – | 0.06% | – |
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% |