WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 198 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,244 | -3.3% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,346 | +2.8% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $61,613 | -0.1% | 996 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $61,702 | +12.2% | 996 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $55,000 | -6.8% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -9.2% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $65,000 | -1.5% | 996 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $66,000 | +11.9% | 996 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $59,000 | -1.7% | 498 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $60,000 | +5.3% | 498 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $57,000 | +5.6% | 498 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $54,000 | +12.5% | 498 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +4.3% | 498 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $46,000 | +15.0% | 498 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -24.5% | 498 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | +8.2% | 498 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | -14.0% | 498 | -15.3% | 0.00% | -50.0% |
| Q2 2019 | $57,000 | +1.8% | 588 | -1.7% | 0.00% | 0.0% |
| Q1 2019 | $56,000 | – | 598 | – | 0.00% | – |
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% |