WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 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 | 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% |