WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,013,825 | -1.2% | 16,487 | +2.2% | 0.00% | 0.0% |
Q2 2023 | $1,025,995 | +2.8% | 16,132 | -0.0% | 0.00% | 0.0% |
Q1 2023 | $998,359 | -3.9% | 16,139 | -3.8% | 0.00% | 0.0% |
Q4 2022 | $1,039,026 | +21.5% | 16,772 | +8.3% | 0.00% | 0.0% |
Q3 2022 | $855,000 | -6.6% | 15,488 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $915,000 | -11.2% | 15,488 | -1.2% | 0.00% | 0.0% |
Q1 2022 | $1,030,000 | -0.5% | 15,672 | -0.0% | 0.00% | 0.0% |
Q4 2021 | $1,035,000 | +10.8% | 15,673 | +100.0% | 0.00% | 0.0% |
Q3 2021 | $934,000 | -3.0% | 7,836 | -2.1% | 0.00% | 0.0% |
Q2 2021 | $963,000 | +7.1% | 8,003 | +2.1% | 0.00% | 0.0% |
Q1 2021 | $899,000 | +9.8% | 7,836 | +2.8% | 0.00% | 0.0% |
Q4 2020 | $819,000 | +10.7% | 7,623 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $740,000 | +4.5% | 7,623 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $708,000 | +14.7% | 7,623 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $617,000 | -23.5% | 7,623 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $807,000 | +6.7% | 7,623 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $756,000 | +2.2% | 7,623 | -0.1% | 0.00% | 0.0% |
Q2 2019 | $740,000 | +12.1% | 7,633 | +9.0% | 0.00% | 0.0% |
Q1 2019 | $660,000 | +11.5% | 7,001 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $592,000 | -9.6% | 7,001 | +1.9% | 0.00% | 0.0% |
Q3 2018 | $655,000 | +6.3% | 6,871 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $616,000 | -5.2% | 6,871 | -6.4% | 0.00% | 0.0% |
Q1 2018 | $650,000 | -2.8% | 7,344 | +1.0% | 0.00% | 0.0% |
Q4 2017 | $669,000 | +5.0% | 7,270 | -0.9% | 0.00% | 0.0% |
Q3 2017 | $637,000 | +4.8% | 7,336 | +1.4% | 0.00% | 0.0% |
Q2 2017 | $608,000 | +1.3% | 7,233 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $600,000 | +2.2% | 7,233 | -1.5% | 0.00% | 0.0% |
Q4 2016 | $587,000 | +4.8% | 7,342 | +0.9% | 0.00% | 0.0% |
Q3 2016 | $560,000 | +3.3% | 7,277 | +1.7% | 0.00% | 0.0% |
Q2 2016 | $542,000 | +14.6% | 7,152 | +10.8% | 0.00% | 0.0% |
Q1 2016 | $473,000 | +3.1% | 6,452 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $459,000 | +5.8% | 6,452 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $434,000 | -7.1% | 6,452 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $467,000 | -2.3% | 6,452 | -1.0% | 0.00% | 0.0% |
Q1 2015 | $478,000 | -2.6% | 6,519 | -1.5% | 0.00% | 0.0% |
Q4 2014 | $491,000 | +4.2% | 6,615 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $471,000 | -11.0% | 6,615 | -11.4% | 0.00% | 0.0% |
Q2 2014 | $529,000 | +4.8% | 7,465 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $505,000 | -12.6% | 7,465 | -14.0% | 0.00% | 0.0% |
Q4 2013 | $578,000 | +16.8% | 8,679 | +7.4% | 0.00% | 0.0% |
Q3 2013 | $495,000 | +2.5% | 8,079 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $483,000 | – | 8,079 | – | 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% |