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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $414,972 | +12.8% | 6,698 | +0.6% | 0.26% | +4.4% |
| Q3 2022 | $368,000 | -4.7% | 6,659 | +1.9% | 0.25% | +1.2% |
| Q2 2022 | $386,000 | -7.0% | 6,536 | +3.6% | 0.24% | +15.0% |
| Q1 2022 | $415,000 | +6.4% | 6,308 | +6.7% | 0.21% | +12.7% |
| Q4 2021 | $390,000 | +4.6% | 5,910 | +88.9% | 0.19% | 0.0% |
| Q3 2021 | $373,000 | +38.7% | 3,128 | +39.8% | 0.19% | +54.9% |
| Q2 2021 | $269,000 | +5.5% | 2,238 | +0.5% | 0.12% | -4.7% |
| Q1 2021 | $255,000 | +7.1% | 2,226 | +0.5% | 0.13% | -12.9% |
| Q4 2020 | $238,000 | – | 2,215 | – | 0.15% | – |
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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% |