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 | $2,711,563 | -8.2% | 44,430 | -4.3% | 0.48% | -5.0% |
Q2 2023 | $2,953,202 | +1.0% | 46,434 | -1.7% | 0.50% | -4.9% |
Q1 2023 | $2,923,442 | +7.9% | 47,259 | -3.6% | 0.53% | -14.5% |
Q3 2022 | $2,709,000 | -4.1% | 49,025 | +2.6% | 0.62% | +8.4% |
Q2 2022 | $2,825,000 | -11.3% | 47,793 | -1.4% | 0.57% | -4.8% |
Q1 2022 | $3,185,000 | +2.5% | 48,463 | +3.0% | 0.60% | +56.0% |
Q4 2021 | $3,108,000 | +11.4% | 47,066 | +101.3% | 0.39% | -31.1% |
Q3 2021 | $2,790,000 | +11.4% | 23,386 | +12.4% | 0.56% | +11.6% |
Q2 2021 | $2,504,000 | +13.8% | 20,809 | +8.5% | 0.50% | +3.9% |
Q1 2021 | $2,200,000 | +12.6% | 19,187 | +5.6% | 0.48% | +2.5% |
Q4 2020 | $1,953,000 | +8.8% | 18,171 | +1.8% | 0.47% | +4.7% |
Q3 2020 | $1,795,000 | +9.1% | 17,841 | +0.6% | 0.45% | +3.2% |
Q2 2020 | $1,646,000 | +24.0% | 17,726 | +8.1% | 0.44% | +6.6% |
Q1 2020 | $1,327,000 | -3.0% | 16,392 | +26.9% | 0.41% | +13.3% |
Q4 2019 | $1,368,000 | -1.3% | 12,914 | -9.7% | 0.36% | -15.9% |
Q3 2019 | $1,386,000 | -1.2% | 14,304 | -1.2% | 0.43% | -5.3% |
Q2 2019 | $1,403,000 | +2.6% | 14,484 | -0.2% | 0.45% | +0.2% |
Q1 2019 | $1,368,000 | +3.9% | 14,516 | -1.4% | 0.45% | -2.8% |
Q4 2018 | $1,317,000 | -7.9% | 14,719 | -1.8% | 0.46% | -2.1% |
Q3 2018 | $1,430,000 | +2.4% | 14,985 | -3.7% | 0.48% | -7.8% |
Q2 2018 | $1,396,000 | +1.5% | 15,554 | 0.0% | 0.52% | -3.4% |
Q1 2018 | $1,376,000 | -4.8% | 15,554 | -0.9% | 0.53% | -14.7% |
Q4 2017 | $1,445,000 | – | 15,688 | – | 0.62% | – |
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% |