WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,815 | -3.3% | 9,218 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $586,265 | +2.8% | 9,218 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $570,225 | -2.3% | 9,218 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $583,776 | +14.7% | 9,218 | 0.0% | 0.02% | -58.3% |
| Q3 2022 | $509,000 | -6.6% | 9,218 | 0.0% | 0.04% | -2.7% |
| Q2 2022 | $545,000 | -10.1% | 9,218 | 0.0% | 0.04% | -5.1% |
| Q1 2022 | $606,000 | -0.5% | 9,218 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $609,000 | +10.7% | 9,218 | +100.0% | 0.04% | 0.0% |
| Q3 2021 | $550,000 | -0.9% | 4,609 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $555,000 | +4.9% | 4,609 | 0.0% | 0.04% | -4.7% |
| Q1 2021 | $529,000 | +6.9% | 4,609 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $495,000 | +10.7% | 4,609 | 0.0% | 0.04% | -6.4% |
| Q3 2020 | $447,000 | +4.4% | 4,609 | 0.0% | 0.05% | -9.6% |
| Q2 2020 | $428,000 | +14.7% | 4,609 | 0.0% | 0.05% | -1.9% |
| Q1 2020 | $373,000 | -25.5% | 4,609 | -2.6% | 0.05% | +6.0% |
| Q4 2019 | $501,000 | +6.8% | 4,730 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $469,000 | +4.9% | 4,730 | +2.6% | 0.05% | +4.2% |
| Q2 2019 | $447,000 | +3.0% | 4,609 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $434,000 | +11.6% | 4,609 | 0.0% | 0.05% | -2.0% |
| Q4 2018 | $389,000 | -11.6% | 4,609 | 0.0% | 0.05% | +4.1% |
| Q3 2018 | $440,000 | +6.3% | 4,609 | 0.0% | 0.05% | +6.5% |
| Q2 2018 | $414,000 | +1.5% | 4,609 | 0.0% | 0.05% | -11.5% |
| Q1 2018 | $408,000 | -4.0% | 4,609 | 0.0% | 0.05% | +8.3% |
| Q4 2017 | $425,000 | +6.2% | 4,609 | 0.0% | 0.05% | +6.7% |
| Q3 2017 | $400,000 | +3.1% | 4,609 | 0.0% | 0.04% | -6.2% |
| Q2 2017 | $388,000 | +1.6% | 4,609 | 0.0% | 0.05% | -4.0% |
| Q1 2017 | $382,000 | +1.1% | 4,609 | -2.5% | 0.05% | -85.4% |
| Q4 2016 | $378,000 | – | 4,729 | – | 0.34% | – |
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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% |