WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 210 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,034 | -3.3% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $76,574 | +84.8% | 1,204 | +79.7% | 0.00% | +200.0% |
| Q1 2023 | $41,446 | -0.1% | 670 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $41,507 | +12.2% | 670 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $37,000 | -7.5% | 670 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -9.1% | 670 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $44,000 | 0.0% | 670 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $44,000 | +10.0% | 670 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 335 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $40,000 | +5.3% | 335 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +5.6% | 335 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | +9.1% | 335 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $33,000 | +6.5% | 335 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +14.8% | 335 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $27,000 | -38.6% | 335 | -21.2% | 0.00% | 0.0% |
| Q4 2019 | $44,000 | +33.3% | 425 | +26.9% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 335 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $32,000 | 0.0% | 335 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $32,000 | +14.3% | 335 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $28,000 | -12.5% | 335 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | +6.7% | 335 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $30,000 | – | 335 | – | 0.00% | – |
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% |