WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,672,477 | -13.4% | 142,593 | -9.5% | 1.18% | -12.9% |
Q2 2023 | $10,016,337 | -2.3% | 157,490 | -5.0% | 1.35% | -14.7% |
Q1 2023 | $10,253,510 | -4.7% | 165,753 | -4.5% | 1.59% | -4.1% |
Q4 2022 | $10,755,180 | +7.5% | 173,611 | -4.1% | 1.65% | -0.9% |
Q3 2022 | $10,009,000 | -9.3% | 181,123 | -3.0% | 1.67% | -0.9% |
Q2 2022 | $11,040,000 | -12.5% | 186,809 | -2.7% | 1.68% | -4.3% |
Q1 2022 | $12,615,000 | -4.1% | 191,948 | -3.7% | 1.76% | -5.9% |
Q4 2021 | $13,157,000 | +7.9% | 199,232 | +94.9% | 1.87% | -2.8% |
Q3 2021 | $12,193,000 | -1.7% | 102,215 | -0.8% | 1.92% | -3.2% |
Q2 2021 | $12,403,000 | +3.0% | 103,087 | -1.9% | 1.99% | -3.6% |
Q1 2021 | $12,045,000 | +5.0% | 105,031 | -1.6% | 2.06% | -3.5% |
Q4 2020 | $11,475,000 | +6.6% | 106,748 | -3.7% | 2.14% | -10.2% |
Q3 2020 | $10,762,000 | +0.4% | 110,903 | -3.9% | 2.38% | -5.2% |
Q2 2020 | $10,714,000 | +13.3% | 115,351 | -1.3% | 2.51% | -1.5% |
Q1 2020 | $9,455,000 | -22.9% | 116,821 | +0.9% | 2.55% | -1.1% |
Q4 2019 | $12,261,000 | +5.7% | 115,748 | +0.3% | 2.58% | +0.7% |
Q3 2019 | $11,599,000 | +4.4% | 115,358 | +0.6% | 2.56% | -1.6% |
Q2 2019 | $11,111,000 | +4.7% | 114,661 | +1.8% | 2.60% | -1.0% |
Q1 2019 | $10,609,000 | +16.4% | 112,603 | +4.3% | 2.62% | -1.8% |
Q4 2018 | $9,114,000 | – | 107,927 | – | 2.67% | – |
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% |