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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $11,000 | +10.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -67.7% | 123 | -57.3% | 0.00% | -77.8% |
| Q4 2019 | $31,000 | +3.3% | 288 | -5.9% | 0.01% | -55.0% |
| Q3 2019 | $30,000 | 0.0% | 306 | 0.0% | 0.02% | -9.1% |
| Q2 2019 | $30,000 | +3.4% | 306 | 0.0% | 0.02% | -31.2% |
| Q1 2019 | $29,000 | +11.5% | 306 | 0.0% | 0.03% | +60.0% |
| Q4 2018 | $26,000 | -10.3% | 306 | 0.0% | 0.02% | +11.1% |
| Q3 2018 | $29,000 | +7.4% | 306 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $27,000 | 0.0% | 306 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $27,000 | -3.6% | 306 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $28,000 | -46.2% | 306 | -50.0% | 0.02% | -9.5% |
| Q3 2017 | $52,000 | +100.0% | 612 | +100.0% | 0.02% | +133.3% |
| Q2 2017 | $26,000 | +4.0% | 306 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $25,000 | -3.8% | 306 | -6.1% | 0.01% | +12.5% |
| Q4 2016 | $26,000 | +4.0% | 326 | 0.0% | 0.01% | -20.0% |
| Q3 2016 | $25,000 | 0.0% | 326 | 0.0% | 0.01% | -23.1% |
| Q2 2016 | $25,000 | 0.0% | 326 | -5.2% | 0.01% | -23.5% |
| Q1 2016 | $25,000 | +92.3% | 344 | +85.9% | 0.02% | +13.3% |
| Q4 2015 | $13,000 | +85.7% | 185 | +54.2% | 0.02% | -21.1% |
| Q3 2013 | $7,000 | 0.0% | 120 | 0.0% | 0.02% | -32.1% |
| Q2 2013 | $7,000 | – | 120 | – | 0.03% | – |
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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% |