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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $131,000 | +10.1% | 2,000 | +100.0% | 0.01% | 0.0% |
| Q3 2021 | $119,000 | -0.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $120,000 | +5.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $114,000 | +6.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $107,000 | +10.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $97,000 | +5.4% | 1,000 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $92,000 | +15.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $80,000 | -23.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $105,000 | +6.1% | 1,000 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $99,000 | +3.1% | 1,000 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $96,000 | +2.1% | 1,000 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $94,000 | +10.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $85,000 | -10.5% | 1,000 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $95,000 | +6.7% | 1,000 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $89,000 | +1.1% | 1,000 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $88,000 | -4.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $92,000 | +5.7% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $87,000 | +3.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $84,000 | +2.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $82,000 | +3.8% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q4 2016 | $79,000 | +3.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $76,000 | +1.3% | 1,000 | 0.0% | 0.01% | -15.4% |
| Q2 2016 | $75,000 | +2.7% | 1,000 | 0.0% | 0.01% | -7.1% |
| Q1 2016 | $73,000 | +2.8% | 1,000 | 0.0% | 0.01% | -6.7% |
| Q4 2015 | $71,000 | 0.0% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $71,000 | -1.4% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $72,000 | -1.4% | 1,000 | 0.0% | 0.02% | -50.0% |
| Q1 2015 | $73,000 | 0.0% | 1,000 | 0.0% | 0.03% | -31.9% |
| Q4 2014 | $73,000 | – | 1,000 | – | 0.05% | – |
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% |