WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,176,059 | +49.0% | 19,126 | +54.1% | 0.00% | – |
Q2 2023 | $789,155 | -34.7% | 12,408 | -36.5% | 0.00% | – |
Q1 2023 | $1,209,128 | +124.7% | 19,546 | +125.0% | 0.00% | – |
Q4 2022 | $538,211 | +70.3% | 8,688 | +51.7% | 0.00% | – |
Q3 2022 | $316,000 | -9.5% | 5,727 | -3.2% | 0.00% | – |
Q2 2022 | $349,000 | -14.5% | 5,914 | -4.8% | 0.00% | – |
Q1 2022 | $408,000 | -0.2% | 6,210 | +0.1% | 0.00% | – |
Q4 2021 | $409,000 | +6.0% | 6,202 | +91.4% | 0.00% | – |
Q3 2021 | $386,000 | +2.1% | 3,241 | +3.0% | 0.00% | – |
Q2 2021 | $378,000 | +9.9% | 3,147 | +4.9% | 0.00% | – |
Q1 2021 | $344,000 | +57.8% | 3,000 | +47.8% | 0.00% | – |
Q4 2020 | $218,000 | +6.3% | 2,030 | -3.8% | 0.00% | – |
Q3 2020 | $205,000 | +0.5% | 2,111 | -4.0% | 0.00% | – |
Q2 2020 | $204,000 | -1.4% | 2,200 | -14.0% | 0.00% | – |
Q1 2020 | $207,000 | +34.4% | 2,559 | +75.9% | 0.00% | – |
Q4 2019 | $154,000 | +10.8% | 1,455 | +3.1% | 0.00% | – |
Q3 2019 | $139,000 | +101.4% | 1,411 | +97.6% | 0.00% | – |
Q2 2019 | $69,000 | +430.8% | 714 | +428.9% | 0.00% | – |
Q1 2019 | $13,000 | 0.0% | 135 | -10.0% | 0.00% | – |
Q4 2018 | $13,000 | +1200.0% | 150 | +1263.6% | 0.00% | – |
Q3 2018 | $1,000 | – | 11 | – | 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% |