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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $90,694 | +2.8% | 1,426 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $88,212 | -0.1% | 1,426 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $88,341 | +11.8% | 1,426 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $79,000 | -6.0% | 1,426 | 0.0% | 0.02% | -8.7% |
| Q2 2022 | $84,000 | -10.6% | 1,426 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $94,000 | 0.0% | 1,426 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $94,000 | +36.2% | 1,426 | +100.0% | 0.02% | -54.0% |
| Q3 2021 | $69,000 | -19.8% | 713 | 0.0% | 0.05% | +108.3% |
| Q2 2021 | $86,000 | +4.9% | 713 | 0.0% | 0.02% | -22.6% |
| Q1 2021 | $82,000 | +6.5% | 713 | 0.0% | 0.03% | -34.0% |
| Q4 2020 | $77,000 | +11.6% | 713 | 0.0% | 0.05% | -6.0% |
| Q3 2020 | $69,000 | +4.5% | 713 | 0.0% | 0.05% | -7.4% |
| Q2 2020 | $66,000 | +13.8% | 713 | 0.0% | 0.05% | -8.5% |
| Q1 2020 | $58,000 | – | 713 | – | 0.06% | – |
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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% |