WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,916,761 | +4.8% | 79,960 | +8.4% | 1.66% | +6.7% |
| Q2 2023 | $4,690,776 | +1.2% | 73,754 | -1.6% | 1.55% | -8.0% |
| Q1 2023 | $4,635,438 | +14.5% | 74,934 | +2.3% | 1.69% | -11.6% |
| Q4 2022 | $4,047,703 | -0.0% | 73,248 | 0.0% | 1.91% | +0.5% |
| Q3 2022 | $4,048,000 | -0.2% | 73,248 | +7.8% | 1.90% | -13.4% |
| Q2 2022 | $4,058,000 | -11.1% | 67,922 | -2.3% | 2.20% | -3.2% |
| Q1 2022 | $4,567,000 | +0.6% | 69,491 | +1.1% | 2.27% | -0.1% |
| Q4 2021 | $4,538,000 | +10.4% | 68,716 | +99.5% | 2.27% | -2.3% |
| Q3 2021 | $4,110,000 | -1.3% | 34,451 | +1.6% | 2.33% | 0.0% |
| Q2 2021 | $4,163,000 | +10.0% | 33,904 | +2.8% | 2.33% | -6.7% |
| Q1 2021 | $3,784,000 | +37.2% | 32,994 | +28.6% | 2.49% | +21.5% |
| Q4 2020 | $2,758,000 | +16.2% | 25,653 | +4.9% | 2.05% | -15.7% |
| Q3 2020 | $2,374,000 | +16.8% | 24,462 | +10.3% | 2.44% | +4.5% |
| Q2 2020 | $2,032,000 | +97.5% | 22,169 | +78.0% | 2.33% | +120.6% |
| Q1 2020 | $1,029,000 | +24.0% | 12,457 | +58.9% | 1.06% | +35.6% |
| Q4 2019 | $830,000 | – | 7,838 | – | 0.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |