WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 170 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,724,091 | +24.9% | 42,837 | +21.5% | 0.01% | +120.0% |
Q1 2023 | $2,180,734 | +4.3% | 35,263 | +4.5% | 0.01% | -61.5% |
Q4 2022 | $2,090,285 | +17.6% | 33,739 | +4.9% | 0.01% | -38.1% |
Q3 2022 | $1,778,000 | -6.0% | 32,172 | +0.5% | 0.02% | 0.0% |
Q2 2022 | $1,892,000 | -2.2% | 32,015 | +8.8% | 0.02% | -30.0% |
Q1 2022 | $1,934,000 | -0.1% | 29,425 | +0.4% | 0.03% | +3.4% |
Q4 2021 | $1,936,000 | +11.4% | 29,310 | +101.2% | 0.03% | -23.7% |
Q3 2021 | $1,738,000 | -0.3% | 14,571 | +0.5% | 0.04% | 0.0% |
Q2 2021 | $1,744,000 | +5.4% | 14,497 | +0.5% | 0.04% | -2.6% |
Q1 2021 | $1,654,000 | +7.1% | 14,424 | +0.5% | 0.04% | -22.0% |
Q4 2020 | $1,544,000 | +11.6% | 14,359 | +0.7% | 0.05% | -12.3% |
Q3 2020 | $1,383,000 | +5.1% | 14,253 | +0.6% | 0.06% | -21.9% |
Q2 2020 | $1,316,000 | +14.3% | 14,170 | -0.4% | 0.07% | +1.4% |
Q1 2020 | $1,151,000 | -23.1% | 14,221 | +0.7% | 0.07% | -5.3% |
Q4 2019 | $1,497,000 | +8.8% | 14,128 | +1.7% | 0.08% | -6.2% |
Q3 2019 | $1,376,000 | +3.1% | 13,889 | +0.8% | 0.08% | -3.6% |
Q2 2019 | $1,335,000 | +3.6% | 13,778 | +0.8% | 0.08% | -3.4% |
Q1 2019 | $1,288,000 | +11.8% | 13,673 | +0.3% | 0.09% | +13.0% |
Q4 2018 | $1,152,000 | -10.6% | 13,636 | +1.0% | 0.08% | -13.5% |
Q3 2018 | $1,288,000 | +6.7% | 13,499 | +0.4% | 0.09% | 0.0% |
Q2 2018 | $1,207,000 | +1.9% | 13,450 | +0.5% | 0.09% | -2.2% |
Q1 2018 | $1,184,000 | -3.1% | 13,381 | +0.9% | 0.09% | +11.0% |
Q4 2017 | $1,222,000 | +6.6% | 13,260 | +0.5% | 0.08% | +1.2% |
Q3 2017 | $1,146,000 | +4.0% | 13,194 | +0.6% | 0.08% | -12.0% |
Q2 2017 | $1,102,000 | +1.9% | 13,111 | +0.5% | 0.09% | +2.2% |
Q1 2017 | $1,081,000 | – | 13,041 | – | 0.09% | – |
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% |