WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $210,296 | -3.3% | 3,420 | 0.0% | 0.03% | -3.6% |
Q2 2023 | $217,512 | +2.8% | 3,420 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $211,561 | -0.1% | 3,420 | 0.0% | 0.03% | +7.7% |
Q4 2022 | $211,869 | +12.7% | 3,420 | 0.0% | 0.03% | -13.3% |
Q3 2022 | $188,000 | -6.9% | 3,420 | 0.0% | 0.03% | -3.2% |
Q2 2022 | $202,000 | -10.2% | 3,420 | 0.0% | 0.03% | +10.7% |
Q1 2022 | $225,000 | -0.4% | 3,420 | 0.0% | 0.03% | +7.7% |
Q4 2021 | $226,000 | +10.8% | 3,420 | +100.0% | 0.03% | +4.0% |
Q3 2021 | $204,000 | -1.0% | 1,710 | 0.0% | 0.02% | -7.4% |
Q2 2021 | $206,000 | +5.1% | 1,710 | 0.0% | 0.03% | -22.9% |
Q1 2021 | $196,000 | +6.5% | 1,710 | 0.0% | 0.04% | -5.4% |
Q4 2020 | $184,000 | +10.8% | 1,710 | 0.0% | 0.04% | -5.1% |
Q3 2020 | $166,000 | -33.6% | 1,710 | -44.8% | 0.04% | -42.6% |
Q1 2020 | $250,000 | -24.0% | 3,099 | 0.0% | 0.07% | -15.0% |
Q4 2019 | $329,000 | +6.8% | 3,099 | 0.0% | 0.08% | +5.3% |
Q3 2019 | $308,000 | +2.7% | 3,099 | 0.0% | 0.08% | -5.0% |
Q2 2019 | $300,000 | +2.7% | 3,099 | 0.0% | 0.08% | +1.3% |
Q1 2019 | $292,000 | +11.5% | 3,099 | 0.0% | 0.08% | +6.8% |
Q4 2018 | $262,000 | – | 3,099 | – | 0.07% | – |
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% |