WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 122 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $2,940,000 | +5.2% | 25,644 | -1.4% | 0.53% | 0.0% |
Q4 2020 | $2,796,000 | +10.4% | 26,010 | -0.4% | 0.53% | -2.4% |
Q3 2020 | $2,533,000 | +6.1% | 26,105 | +1.5% | 0.55% | -1.8% |
Q2 2020 | $2,388,000 | +9.3% | 25,712 | -4.8% | 0.56% | -5.9% |
Q1 2020 | $2,185,000 | -34.0% | 26,999 | -13.7% | 0.59% | -23.2% |
Q4 2019 | $3,313,000 | +6.5% | 31,283 | -0.4% | 0.77% | +2.4% |
Q3 2019 | $3,110,000 | +0.7% | 31,400 | -1.5% | 0.75% | -1.2% |
Q2 2019 | $3,087,000 | -4.7% | 31,867 | -7.3% | 0.76% | -9.7% |
Q1 2019 | $3,240,000 | +8.9% | 34,392 | -2.4% | 0.84% | -2.4% |
Q4 2018 | $2,974,000 | -12.0% | 35,221 | -0.5% | 0.86% | -13.3% |
Q3 2018 | $3,378,000 | +3.8% | 35,406 | -2.4% | 1.00% | -1.4% |
Q2 2018 | $3,255,000 | -0.1% | 36,277 | -1.5% | 1.01% | -3.0% |
Q1 2018 | $3,258,000 | -54.1% | 36,821 | -54.7% | 1.04% | -17.2% |
Q4 2017 | $7,093,000 | +112.6% | 81,355 | +111.7% | 1.26% | +9.9% |
Q3 2017 | $3,336,000 | -7.6% | 38,422 | -11.8% | 1.15% | -17.6% |
Q1 2017 | $3,612,000 | -1.3% | 43,565 | -4.9% | 1.39% | -5.4% |
Q4 2016 | $3,659,000 | +0.5% | 45,799 | -3.2% | 1.47% | -13.0% |
Q3 2016 | $3,642,000 | +1.4% | 47,302 | -0.2% | 1.69% | -10.5% |
Q2 2016 | $3,590,000 | +0.6% | 47,388 | -2.5% | 1.89% | -1.2% |
Q1 2016 | $3,568,000 | +0.6% | 48,611 | -2.5% | 1.91% | -4.9% |
Q4 2015 | $3,546,000 | +3.0% | 49,850 | -2.6% | 2.01% | -1.4% |
Q3 2015 | $3,443,000 | -13.1% | 51,160 | -6.3% | 2.04% | -20.5% |
Q2 2015 | $3,960,000 | -1.9% | 54,624 | -0.8% | 2.56% | -1.7% |
Q1 2015 | $4,037,000 | -4.3% | 55,086 | -3.2% | 2.61% | -6.1% |
Q4 2014 | $4,218,000 | -0.8% | 56,882 | -4.8% | 2.78% | -17.3% |
Q3 2014 | $4,253,000 | – | 59,770 | – | 3.36% | – |
Download |
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% |