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 | $240,180 | -5.6% | 3,906 | -2.4% | 0.06% | -3.5% |
| Q2 2023 | $254,400 | -19.3% | 4,000 | -21.5% | 0.06% | -23.0% |
| Q1 2023 | $315,177 | -28.0% | 5,095 | -28.2% | 0.07% | -51.6% |
| Q4 2022 | $437,823 | -0.3% | 7,096 | -10.7% | 0.15% | -11.0% |
| Q3 2022 | $439,000 | -17.0% | 7,950 | -7.4% | 0.17% | -3.9% |
| Q2 2022 | $529,000 | -11.2% | 8,582 | -5.4% | 0.18% | 0.0% |
| Q1 2022 | $596,000 | -23.6% | 9,070 | -23.3% | 0.18% | -22.2% |
| Q4 2021 | $780,000 | -57.2% | 11,818 | -17.5% | 0.23% | -57.7% |
| Q3 2021 | $1,822,000 | -28.8% | 14,329 | -31.3% | 0.54% | -32.2% |
| Q2 2021 | $2,558,000 | -4.9% | 20,851 | -8.3% | 0.80% | -5.8% |
| Q1 2021 | $2,689,000 | +4.6% | 22,728 | -5.0% | 0.85% | -12.5% |
| Q4 2020 | $2,571,000 | – | 23,915 | – | 0.97% | – |
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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% |