WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 216 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,593 | -3.3% | 774 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $49,226 | +2.8% | 774 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $47,880 | -0.1% | 774 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $47,949 | +11.5% | 774 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $43,000 | -6.5% | 774 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $46,000 | -9.8% | 774 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $51,000 | 0.0% | 774 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +10.9% | 774 | +100.0% | 0.02% | -5.9% |
| Q3 2021 | $46,000 | -2.1% | 387 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 387 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 387 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $42,000 | +10.5% | 387 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $38,000 | -70.5% | 387 | -72.1% | 0.02% | -73.9% |
| Q2 2020 | $129,000 | -10.4% | 1,387 | -21.9% | 0.07% | -31.0% |
| Q1 2020 | $144,000 | -23.4% | 1,775 | 0.0% | 0.10% | -11.5% |
| Q4 2019 | $188,000 | +6.8% | 1,775 | 0.0% | 0.11% | +4.6% |
| Q3 2019 | $176,000 | +2.3% | 1,775 | 0.0% | 0.11% | +3.8% |
| Q2 2019 | $172,000 | +3.0% | 1,775 | 0.0% | 0.10% | -6.3% |
| Q1 2019 | $167,000 | +11.3% | 1,775 | 0.0% | 0.11% | -0.9% |
| Q4 2018 | $150,000 | -12.8% | 1,775 | -1.4% | 0.11% | +2.8% |
| Q3 2018 | $172,000 | +6.2% | 1,800 | 0.0% | 0.11% | -3.5% |
| Q2 2018 | $162,000 | +3.8% | 1,800 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $156,000 | -6.0% | 1,800 | 0.0% | 0.11% | -10.2% |
| Q4 2017 | $166,000 | – | 1,800 | – | 0.13% | – |
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% |