WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,016,452 | -90.0% | 16,530 | -89.6% | 0.70% | -89.7% |
Q2 2023 | $10,124,285 | -12.6% | 159,187 | -15.0% | 6.77% | -16.7% |
Q1 2023 | $11,582,117 | -18.6% | 187,231 | -18.4% | 8.13% | -18.9% |
Q4 2022 | $14,220,253 | +16.5% | 229,544 | +3.9% | 10.02% | +7.5% |
Q3 2022 | $12,209,000 | +10.3% | 220,948 | +18.0% | 9.32% | +17.3% |
Q2 2022 | $11,068,000 | +73.7% | 187,285 | +93.2% | 7.95% | +136.3% |
Q1 2022 | $6,372,000 | -56.6% | 96,960 | -56.4% | 3.36% | -53.8% |
Q4 2021 | $14,686,000 | +11.1% | 222,384 | +100.6% | 7.28% | +5.6% |
Q3 2021 | $13,223,000 | +1.3% | 110,850 | +2.2% | 6.89% | -1.8% |
Q2 2021 | $13,054,000 | +20.2% | 108,500 | +14.6% | 7.02% | +19.2% |
Q1 2021 | $10,861,000 | +10.6% | 94,710 | +3.6% | 5.88% | +7.0% |
Q4 2020 | $9,823,000 | – | 91,381 | – | 5.50% | – |
Download |
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% |