WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $383,102 | +9.8% | 6,224 | +13.5% | 0.00% | 0.0% |
Q2 2023 | $348,759 | +19.2% | 5,484 | +15.9% | 0.00% | +33.3% |
Q1 2023 | $292,588 | +16.0% | 4,731 | +16.2% | 0.00% | 0.0% |
Q4 2022 | $252,328 | +24.9% | 4,073 | +11.3% | 0.00% | +50.0% |
Q3 2022 | $202,000 | -36.5% | 3,660 | -24.0% | 0.00% | -33.3% |
Q1 2022 | $318,000 | -3.0% | 4,818 | -2.6% | 0.00% | 0.0% |
Q4 2021 | $328,000 | +13.5% | 4,945 | +104.5% | 0.00% | 0.0% |
Q3 2021 | $289,000 | -0.7% | 2,418 | -0.2% | 0.00% | 0.0% |
Q2 2021 | $291,000 | +42.6% | 2,424 | +28.3% | 0.00% | +50.0% |
Q4 2020 | $204,000 | -1.4% | 1,890 | -11.2% | 0.00% | -33.3% |
Q3 2020 | $207,000 | +1378.6% | 2,129 | +1319.3% | 0.00% | – |
Q2 2020 | $14,000 | -94.1% | 150 | -94.9% | 0.00% | -100.0% |
Q1 2020 | $239,000 | +1393.8% | 2,958 | +1872.0% | 0.00% | – |
Q4 2019 | $16,000 | +60.0% | 150 | +42.9% | 0.00% | – |
Q3 2019 | $10,000 | 0.0% | 105 | 0.0% | 0.00% | – |
Q2 2019 | $10,000 | 0.0% | 105 | 0.0% | 0.00% | – |
Q1 2019 | $10,000 | +11.1% | 105 | 0.0% | 0.00% | – |
Q4 2018 | $9,000 | -10.0% | 105 | 0.0% | 0.00% | – |
Q3 2018 | $10,000 | +11.1% | 105 | 0.0% | 0.00% | – |
Q2 2018 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | – |
Q1 2018 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | – |
Q2 2017 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | – |
Q1 2017 | $9,000 | +12.5% | 105 | 0.0% | 0.00% | – |
Q4 2016 | $8,000 | – | 105 | – | 0.00% | – |
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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% |