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 | $207,032 | -2.9% | 3,367 | +0.5% | 0.02% | -20.0% |
Q2 2023 | $213,126 | +3.4% | 3,351 | +0.6% | 0.02% | +53.8% |
Q1 2023 | $206,084 | -0.1% | 3,331 | 0.0% | 0.01% | -38.1% |
Q4 2022 | $206,351 | -39.1% | 3,331 | -35.5% | 0.02% | -41.7% |
Q1 2022 | $339,000 | -1.7% | 5,164 | -1.1% | 0.04% | 0.0% |
Q4 2021 | $345,000 | +4.5% | 5,220 | +99.3% | 0.04% | -14.3% |
Q3 2021 | $330,000 | -29.8% | 2,619 | -32.9% | 0.04% | -36.4% |
Q2 2021 | $470,000 | +64.9% | 3,902 | +56.9% | 0.07% | +34.7% |
Q1 2021 | $285,000 | +16.8% | 2,487 | +9.8% | 0.05% | -2.0% |
Q4 2020 | $244,000 | +1.7% | 2,265 | -12.5% | 0.05% | -19.4% |
Q2 2020 | $240,000 | +4.8% | 2,589 | -8.8% | 0.06% | -20.5% |
Q1 2020 | $229,000 | -51.9% | 2,839 | -36.9% | 0.08% | -37.1% |
Q4 2019 | $476,000 | +76.3% | 4,497 | +64.7% | 0.12% | +59.0% |
Q3 2019 | $270,000 | +172.7% | 2,730 | +131.7% | 0.08% | +85.7% |
Q4 2018 | $99,000 | +12.5% | 1,178 | +17.9% | 0.04% | +2.4% |
Q1 2018 | $88,000 | -4.3% | 999 | -0.1% | 0.04% | -4.7% |
Q4 2017 | $92,000 | – | 1,000 | – | 0.04% | – |
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% |