WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,670 | -1.2% | 6,695 | +2.2% | 0.08% | -1.3% |
| Q2 2023 | $416,732 | -13.9% | 6,552 | -16.3% | 0.08% | -10.5% |
| Q1 2023 | $484,279 | -2.7% | 7,829 | -2.5% | 0.09% | -12.2% |
| Q4 2022 | $497,669 | +5.4% | 8,033 | -6.0% | 0.10% | -9.3% |
| Q3 2022 | $472,000 | -14.2% | 8,545 | -8.2% | 0.11% | -12.2% |
| Q2 2022 | $550,000 | -10.9% | 9,304 | -0.9% | 0.12% | -6.1% |
| Q1 2022 | $617,000 | -8.5% | 9,393 | -8.0% | 0.13% | -12.1% |
| Q4 2021 | $674,000 | -4.1% | 10,209 | +73.3% | 0.15% | -12.9% |
| Q3 2021 | $703,000 | -36.2% | 5,892 | -35.7% | 0.17% | -38.3% |
| Q2 2021 | $1,102,000 | +12.0% | 9,157 | +6.7% | 0.28% | +8.6% |
| Q1 2021 | $984,000 | +1368.7% | 8,578 | +1091.4% | 0.26% | +1059.1% |
| Q2 2020 | $67,000 | +15.5% | 720 | +0.6% | 0.02% | -4.3% |
| Q1 2020 | $58,000 | -22.7% | 716 | +0.6% | 0.02% | -4.2% |
| Q4 2019 | $75,000 | +7.1% | 712 | +0.4% | 0.02% | 0.0% |
| Q3 2019 | $70,000 | +2.9% | 709 | +0.6% | 0.02% | -4.0% |
| Q2 2019 | $68,000 | -5.6% | 705 | -7.4% | 0.02% | -16.7% |
| Q1 2019 | $72,000 | -1.4% | 761 | -11.7% | 0.03% | -21.1% |
| Q4 2018 | $73,000 | +19.7% | 862 | +34.9% | 0.04% | +35.7% |
| Q3 2018 | $61,000 | +3.4% | 639 | -3.3% | 0.03% | -15.2% |
| Q2 2018 | $59,000 | +1.7% | 661 | +0.2% | 0.03% | -2.9% |
| Q1 2018 | $58,000 | -15.9% | 660 | -12.5% | 0.03% | -32.0% |
| Q4 2017 | $69,000 | – | 754 | – | 0.05% | – |
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% |