WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 147 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,703 | -15.6% | 3,187 | -17.9% | 0.01% | -25.0% |
| Q1 2023 | $240,111 | -9.0% | 3,882 | -8.8% | 0.01% | -14.3% |
| Q4 2022 | $263,721 | +17.7% | 4,257 | +5.0% | 0.01% | 0.0% |
| Q3 2022 | $224,000 | -6.7% | 4,055 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -9.8% | 4,053 | +0.0% | 0.01% | +7.7% |
| Q1 2022 | $266,000 | -0.4% | 4,052 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $267,000 | -20.1% | 4,051 | +46.0% | 0.01% | -27.8% |
| Q2 2021 | $334,000 | -0.9% | 2,775 | -5.5% | 0.02% | -10.0% |
| Q1 2021 | $337,000 | -6.9% | 2,937 | -12.7% | 0.02% | -20.0% |
| Q4 2020 | $362,000 | +6.5% | 3,364 | -4.1% | 0.02% | +38.9% |
| Q3 2020 | $340,000 | +9.0% | 3,507 | +4.4% | 0.02% | -33.3% |
| Q2 2020 | $312,000 | -11.9% | 3,359 | -23.2% | 0.03% | -57.1% |
| Q1 2020 | $354,000 | -11.3% | 4,376 | +16.3% | 0.06% | -8.7% |
| Q4 2019 | $399,000 | +7.0% | 3,764 | 0.0% | 0.07% | -13.8% |
| Q3 2019 | $373,000 | +2.2% | 3,764 | 0.0% | 0.08% | -5.9% |
| Q2 2019 | $365,000 | -6.4% | 3,764 | -9.1% | 0.08% | -8.6% |
| Q1 2019 | $390,000 | +11.4% | 4,140 | 0.0% | 0.09% | -1.1% |
| Q4 2018 | $350,000 | -11.4% | 4,140 | 0.0% | 0.09% | +2.2% |
| Q3 2018 | $395,000 | -5.5% | 4,140 | -11.0% | 0.09% | -20.7% |
| Q2 2018 | $418,000 | -16.2% | 4,653 | -17.6% | 0.12% | -21.6% |
| Q1 2018 | $499,000 | -4.0% | 5,645 | 0.0% | 0.15% | -5.7% |
| Q4 2017 | $520,000 | -26.2% | 5,645 | -30.5% | 0.16% | -32.3% |
| Q3 2017 | $705,000 | +3.4% | 8,117 | 0.0% | 0.23% | -16.8% |
| Q2 2017 | $682,000 | +2.2% | 8,117 | 0.0% | 0.28% | -3.5% |
| Q1 2017 | $667,000 | +2.8% | 8,117 | 0.0% | 0.29% | +5.1% |
| Q4 2016 | $649,000 | +6.0% | 8,117 | +0.0% | 0.28% | +1.5% |
| Q3 2016 | $612,000 | -8.5% | 8,115 | -8.1% | 0.27% | -10.3% |
| Q2 2016 | $669,000 | +3.2% | 8,831 | +0.1% | 0.30% | -1.0% |
| Q1 2016 | $648,000 | +8.7% | 8,826 | +0.1% | 0.30% | +3.0% |
| Q4 2015 | $596,000 | -7.5% | 8,821 | -7.8% | 0.30% | -6.0% |
| Q3 2015 | $644,000 | -21.8% | 9,571 | -13.2% | 0.32% | -9.0% |
| Q1 2015 | $824,000 | +1.2% | 11,027 | +0.0% | 0.35% | -4.2% |
| Q4 2014 | $814,000 | +3.8% | 11,022 | +0.0% | 0.36% | +4.3% |
| Q3 2014 | $784,000 | -0.1% | 11,017 | +0.1% | 0.35% | +3.6% |
| Q2 2014 | $785,000 | +5.4% | 11,011 | +0.1% | 0.33% | +7.4% |
| Q1 2014 | $745,000 | +2.6% | 11,005 | +0.1% | 0.31% | -5.5% |
| Q4 2013 | $726,000 | +2.5% | 10,998 | +0.0% | 0.33% | -0.9% |
| Q3 2013 | $708,000 | +3.2% | 10,993 | +0.1% | 0.33% | -2.4% |
| Q2 2013 | $686,000 | +3.6% | 10,986 | +0.1% | 0.34% | +21.4% |
| Q1 2013 | $662,000 | – | 10,979 | – | 0.28% | – |
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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% |