WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 210 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $514,303 | -3.3% | 8,364 | 0.0% | 0.11% | +0.9% |
Q2 2023 | $531,950 | +2.8% | 8,364 | 0.0% | 0.11% | +0.9% |
Q1 2023 | $517,398 | -0.1% | 8,364 | 0.0% | 0.11% | +0.9% |
Q4 2022 | $518,000 | -24.8% | 8,364 | -32.9% | 0.11% | -33.9% |
Q3 2022 | $689,000 | -6.5% | 12,464 | 0.0% | 0.17% | +3.7% |
Q2 2022 | $737,000 | -10.0% | 12,464 | 0.0% | 0.16% | -1.2% |
Q1 2022 | $819,000 | -0.5% | 12,464 | 0.0% | 0.16% | -1.8% |
Q4 2021 | $823,000 | +10.8% | 12,464 | +100.0% | 0.17% | +0.6% |
Q3 2021 | $743,000 | -0.9% | 6,232 | 0.0% | 0.17% | +0.6% |
Q2 2021 | $750,000 | +4.9% | 6,232 | 0.0% | 0.16% | +0.6% |
Q1 2021 | $715,000 | +6.7% | 6,232 | 0.0% | 0.16% | -1.2% |
Q4 2020 | $670,000 | +11.9% | 6,232 | +0.9% | 0.17% | -1.8% |
Q3 2020 | $599,000 | +2.0% | 6,174 | -2.3% | 0.17% | +5.0% |
Q2 2020 | $587,000 | +4.3% | 6,320 | -9.2% | 0.16% | -5.3% |
Q1 2020 | $563,000 | -11.8% | 6,961 | +15.5% | 0.17% | +14.9% |
Q4 2019 | $638,000 | -46.7% | 6,026 | -50.1% | 0.15% | +2.1% |
Q3 2019 | $1,196,000 | +87.5% | 12,082 | +83.5% | 0.14% | -2.7% |
Q2 2019 | $638,000 | +4.4% | 6,585 | +1.6% | 0.15% | -0.7% |
Q1 2019 | $611,000 | +13.8% | 6,480 | +1.9% | 0.15% | -0.7% |
Q4 2018 | $537,000 | -3.9% | 6,357 | +8.5% | 0.15% | -4.4% |
Q3 2018 | $559,000 | +5.3% | 5,859 | -1.1% | 0.16% | -0.6% |
Q2 2018 | $531,000 | +124.1% | 5,924 | +121.0% | 0.16% | +114.9% |
Q1 2018 | $237,000 | -4.0% | 2,680 | 0.0% | 0.07% | -8.6% |
Q4 2017 | $247,000 | +4.7% | 2,680 | -1.3% | 0.08% | +12.5% |
Q3 2017 | $236,000 | +1.3% | 2,714 | -1.9% | 0.07% | -11.1% |
Q2 2017 | $233,000 | 0.0% | 2,766 | -1.4% | 0.08% | -2.4% |
Q1 2017 | $233,000 | +4.0% | 2,804 | 0.0% | 0.08% | -2.4% |
Q4 2016 | $224,000 | +3.7% | 2,804 | 0.0% | 0.08% | +9.0% |
Q3 2016 | $216,000 | +1.9% | 2,804 | 0.0% | 0.08% | +1.3% |
Q2 2016 | $212,000 | +1.9% | 2,804 | -1.0% | 0.08% | +2.7% |
Q1 2016 | $208,000 | +3.5% | 2,832 | 0.0% | 0.08% | +5.6% |
Q4 2015 | $201,000 | – | 2,832 | – | 0.07% | – |
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% |