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 | $66 | -4.3% | 1,080 | 0.0% | 0.04% | -4.4% |
| Q2 2023 | $69 | +3.0% | 1,080 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $67 | 0.0% | 1,080 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $67 | -99.9% | 1,080 | -11.5% | 0.05% | -11.5% |
| Q3 2022 | $67,000 | -6.9% | 1,220 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $72,000 | -10.0% | 1,220 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $80,000 | -1.2% | 1,220 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $81,000 | +11.0% | 1,220 | +100.0% | 0.05% | 0.0% |
| Q3 2021 | $73,000 | -28.4% | 610 | -28.2% | 0.05% | -25.4% |
| Q2 2021 | $102,000 | +5.2% | 850 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $97,000 | +6.6% | 850 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $91,000 | +11.0% | 850 | 0.0% | 0.07% | +2.8% |
| Q3 2020 | $82,000 | +3.8% | 850 | 0.0% | 0.07% | +6.0% |
| Q2 2020 | $79,000 | +14.5% | 850 | 0.0% | 0.07% | -1.5% |
| Q1 2020 | $69,000 | -23.3% | 850 | 0.0% | 0.07% | -4.2% |
| Q4 2019 | $90,000 | +7.1% | 850 | 0.0% | 0.07% | +4.4% |
| Q3 2019 | $84,000 | +2.4% | 850 | 0.0% | 0.07% | -5.6% |
| Q2 2019 | $82,000 | +2.5% | 850 | 0.0% | 0.07% | +2.9% |
| Q1 2019 | $80,000 | -2.4% | 850 | -12.8% | 0.07% | -14.6% |
| Q4 2018 | $82,000 | -11.8% | 975 | 0.0% | 0.08% | +2.5% |
| Q3 2018 | $93,000 | +6.9% | 975 | 0.0% | 0.08% | +2.6% |
| Q2 2018 | $87,000 | -99.9% | 975 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $86,278,000 | -3.9% | 975 | 0.0% | 0.08% | +5.4% |
| Q4 2017 | $89,817,000 | +6.1% | 975 | 0.0% | 0.07% | +1.4% |
| Q3 2017 | $84,669,000 | +3.3% | 975 | 0.0% | 0.07% | +2.8% |
| Q2 2017 | $81,978,000 | +1.4% | 975 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $80,857,000 | +3.8% | 975 | 0.0% | 0.07% | -1.4% |
| Q4 2016 | $77,903,000 | – | 975 | – | 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% |