WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,364 | -3.3% | 3,600 | 0.0% | 0.11% | -2.8% |
| Q2 2023 | $228,960 | +2.8% | 3,600 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $222,696 | -0.1% | 3,600 | 0.0% | 0.11% | +1.9% |
| Q4 2022 | $223,020 | +4.7% | 3,600 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $213,000 | -10.1% | 3,600 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $237,000 | -0.4% | 3,600 | 0.0% | 0.11% | +2.8% |
| Q4 2021 | $238,000 | +10.7% | 3,600 | +100.0% | 0.11% | +3.8% |
| Q3 2021 | $215,000 | -0.9% | 1,800 | 0.0% | 0.10% | +11.7% |
| Q2 2021 | $217,000 | +5.3% | 1,800 | 0.0% | 0.09% | -3.1% |
| Q1 2021 | $206,000 | +6.2% | 1,800 | 0.0% | 0.10% | -3.0% |
| Q4 2020 | $194,000 | +10.9% | 1,800 | 0.0% | 0.10% | -9.1% |
| Q3 2020 | $175,000 | +4.8% | 1,800 | 0.0% | 0.11% | +3.8% |
| Q2 2020 | $167,000 | +14.4% | 1,800 | 0.0% | 0.11% | +2.9% |
| Q1 2020 | $146,000 | -23.6% | 1,800 | 0.0% | 0.10% | -20.8% |
| Q4 2019 | $191,000 | – | 1,800 | – | 0.13% | – |
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% |