WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $38,000 | +137.5% | 570 | +325.4% | 0.00% | +100.0% |
| Q3 2021 | $16,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 134 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | -28.6% | 134 | -48.3% | 0.00% | -66.7% |
| Q1 2020 | $21,000 | -99.7% | 259 | +159.0% | 0.00% | +200.0% |
| Q4 2016 | $8,000,000 | +99900.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | -90.9% | 100 | -91.9% | 0.00% | -94.4% |
| Q3 2014 | $88,000 | +252.0% | 1,236 | +247.2% | 0.02% | +38.5% |
| Q2 2014 | $25,000 | – | 356 | – | 0.01% | – |
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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% |