WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 170 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $286,000 | -7.4% | 2,497 | -13.2% | 0.06% | -12.7% |
| Q4 2020 | $309,000 | +10.8% | 2,877 | 0.0% | 0.06% | +3.3% |
| Q3 2020 | $279,000 | +4.5% | 2,877 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $267,000 | +14.6% | 2,877 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $233,000 | -32.9% | 2,877 | -12.2% | 0.06% | -46.1% |
| Q4 2019 | $347,000 | +6.8% | 3,277 | 0.0% | 0.12% | -2.5% |
| Q3 2019 | $325,000 | -26.0% | 3,277 | -27.6% | 0.12% | -27.6% |
| Q2 2019 | $439,000 | +2.8% | 4,527 | 0.0% | 0.16% | -5.2% |
| Q1 2019 | $427,000 | +11.8% | 4,527 | 0.0% | 0.17% | -3.4% |
| Q4 2018 | $382,000 | -22.7% | 4,527 | -12.6% | 0.18% | -16.0% |
| Q3 2018 | $494,000 | +2.3% | 5,177 | -3.7% | 0.21% | -4.5% |
| Q2 2018 | $483,000 | -2.2% | 5,377 | -3.6% | 0.22% | +5.2% |
| Q1 2018 | $494,000 | -3.9% | 5,577 | 0.0% | 0.21% | -6.2% |
| Q4 2017 | $514,000 | +2.4% | 5,577 | -3.5% | 0.22% | +4.2% |
| Q3 2017 | $502,000 | -1.8% | 5,777 | -4.9% | 0.22% | +2.9% |
| Q2 2017 | $511,000 | -3.4% | 6,077 | -4.7% | 0.21% | -2.3% |
| Q1 2017 | $529,000 | -3.6% | 6,377 | -7.3% | 0.22% | -2.7% |
| Q4 2016 | $549,000 | -4.7% | 6,877 | -8.0% | 0.22% | +0.9% |
| Q3 2016 | $576,000 | – | 7,477 | – | 0.22% | – |
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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% |