WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,042 | -3.3% | 82 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $5,215 | +30.4% | 82 | +173.3% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | +33.3% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -97.5% | 30 | -97.9% | 0.00% | -98.0% |
| Q4 2018 | $120,000 | -42.0% | 1,425 | -34.3% | 0.05% | -47.4% |
| Q3 2018 | $207,000 | +1.0% | 2,168 | -5.1% | 0.10% | -5.8% |
| Q2 2018 | $205,000 | – | 2,285 | – | 0.10% | – |
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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% |