WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 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 | 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% |