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 | $5,038 | -2.7% | 81 | 0.0% | 0.00% | – |
| Q2 2023 | $5,179 | +3.5% | 81 | +1.2% | 0.00% | – |
| Q1 2023 | $5,006 | +100020.0% | 80 | 0.0% | 0.00% | – |
| Q4 2022 | $5 | – | 80 | +3900.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 1 | -50.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 2 | -99.9% | 0.00% | – |
| Q4 2016 | $1,000 | -99.5% | 2,046 | -37.3% | 0.00% | -100.0% |
| Q3 2015 | $220,000 | -6.4% | 3,262 | +0.7% | 0.06% | -9.5% |
| Q2 2015 | $235,000 | – | 3,239 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |