WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $55,000 | -16.7% | 568 | -20.9% | 0.01% | -30.0% |
| Q2 2020 | $66,000 | +4.8% | 718 | -8.3% | 0.01% | -23.1% |
| Q1 2020 | $63,000 | -18.2% | 783 | +7.6% | 0.01% | 0.0% |
| Q4 2019 | $77,000 | +6.9% | 728 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $72,000 | +2.9% | 728 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $70,000 | +2.9% | 728 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $68,000 | -12.8% | 728 | -21.6% | 0.01% | -26.3% |
| Q4 2018 | $78,000 | -12.4% | 928 | 0.0% | 0.02% | +11.8% |
| Q3 2018 | $89,000 | +74.5% | 928 | +60.6% | 0.02% | +70.0% |
| Q2 2018 | $51,000 | – | 578 | – | 0.01% | – |
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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% |