WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $236,000 | -9.9% | 3,990 | 0.0% | 0.02% | +4.5% |
Q1 2022 | $262,000 | +3.1% | 3,990 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $254,000 | +6.7% | 3,990 | +100.0% | 0.02% | +4.8% |
Q3 2021 | $238,000 | -0.8% | 1,995 | 0.0% | 0.02% | -4.5% |
Q2 2021 | $240,000 | +3.4% | 1,995 | 0.0% | 0.02% | -4.3% |
Q1 2021 | $232,000 | +5.9% | 1,995 | 0.0% | 0.02% | -4.2% |
Q4 2020 | $219,000 | – | 1,995 | – | 0.02% | – |
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% |