WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 238 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 9.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192 | -20.0% | 3,129 | -18.9% | 0.01% | -15.4% |
| Q2 2023 | $240 | -2.8% | 3,857 | -3.4% | 0.01% | -7.1% |
| Q1 2023 | $247 | -3.5% | 3,991 | -3.1% | 0.01% | -12.5% |
| Q4 2022 | $256 | -99.9% | 4,119 | -1.7% | 0.02% | 0.0% |
| Q3 2022 | $232,000 | -5.7% | 4,191 | +0.6% | 0.02% | -5.9% |
| Q2 2022 | $246,000 | -11.8% | 4,165 | -1.7% | 0.02% | -5.6% |
| Q1 2022 | $279,000 | 0.0% | 4,239 | +0.4% | 0.02% | +5.9% |
| Q4 2021 | $279,000 | +11.2% | 4,223 | +101.1% | 0.02% | +6.2% |
| Q3 2021 | $251,000 | 0.0% | 2,100 | +0.5% | 0.02% | -5.9% |
| Q2 2021 | $251,000 | +5.0% | 2,090 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $239,000 | +785.2% | 2,080 | +732.0% | 0.02% | +750.0% |
| Q4 2020 | $27,000 | +12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -23.1% | 250 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $26,000 | +8.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | – | 250 | – | 0.00% | – |
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% |