WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 150 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 12.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,745 | -3.3% | 3,346 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $212,805 | +2.8% | 3,346 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $206,982 | +99410.6% | 3,346 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $208 | -99.9% | 3,346 | -10.1% | 0.01% | -56.2% |
| Q4 2015 | $264,000 | -13.7% | 3,720 | -18.1% | 0.02% | -15.8% |
| Q3 2015 | $306,000 | -19.3% | 4,541 | -13.3% | 0.02% | -9.5% |
| Q2 2015 | $379,000 | -35.8% | 5,239 | -35.0% | 0.02% | -34.4% |
| Q1 2015 | $590,000 | -39.7% | 8,056 | -38.9% | 0.03% | -48.4% |
| Q4 2014 | $978,000 | -4.3% | 13,185 | -8.2% | 0.06% | -7.5% |
| Q3 2014 | $1,022,000 | -15.0% | 14,360 | -15.4% | 0.07% | -26.4% |
| Q2 2014 | $1,202,000 | – | 16,980 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |