WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 238 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 9.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,313 | +3.3% | 9,096 | +6.8% | 0.40% | +6.9% |
| Q2 2023 | $541,554 | +5.9% | 8,515 | +3.0% | 0.38% | -1.3% |
| Q1 2023 | $511,520 | -0.6% | 8,269 | -0.5% | 0.38% | -9.3% |
| Q4 2022 | $514,743 | +12.6% | 8,309 | +0.6% | 0.42% | -0.2% |
| Q3 2022 | $457,000 | +24.9% | 8,263 | +33.6% | 0.42% | +15.9% |
| Q2 2022 | $366,000 | -11.2% | 6,186 | -1.3% | 0.36% | +9.6% |
| Q1 2022 | $412,000 | -1.4% | 6,267 | -0.9% | 0.33% | +5.4% |
| Q4 2021 | $418,000 | +14.2% | 6,324 | +105.9% | 0.32% | +7.9% |
| Q3 2021 | $366,000 | -1.1% | 3,071 | 0.0% | 0.29% | +1.0% |
| Q2 2021 | $370,000 | +5.1% | 3,071 | 0.0% | 0.29% | -1.4% |
| Q1 2021 | $352,000 | +6.7% | 3,071 | 0.0% | 0.29% | -4.2% |
| Q4 2020 | $330,000 | -6.2% | 3,071 | -15.3% | 0.31% | -18.6% |
| Q3 2020 | $352,000 | +4.5% | 3,625 | 0.0% | 0.38% | -2.8% |
| Q2 2020 | $337,000 | +15.0% | 3,625 | 0.0% | 0.39% | -4.4% |
| Q1 2020 | $293,000 | -26.2% | 3,625 | -3.4% | 0.40% | -0.5% |
| Q4 2019 | $397,000 | – | 3,752 | – | 0.41% | – |
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% |