WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $329,000 | -0.3% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $330,000 | +10.7% | 5,000 | +100.0% | 0.03% | +4.0% |
| Q3 2021 | $298,000 | -1.0% | 2,500 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $301,000 | +4.9% | 2,500 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $287,000 | +6.7% | 2,500 | 0.0% | 0.03% | +3.8% |
| Q4 2020 | $269,000 | +10.7% | 2,500 | 0.0% | 0.03% | +4.0% |
| Q3 2020 | $243,000 | +4.7% | 2,500 | 0.0% | 0.02% | -10.7% |
| Q2 2020 | $232,000 | +14.9% | 2,500 | 0.0% | 0.03% | -6.7% |
| Q1 2020 | $202,000 | -23.8% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $265,000 | +6.9% | 2,500 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $248,000 | +2.5% | 2,500 | 0.0% | 0.03% | +10.7% |
| Q2 2019 | $242,000 | +2.5% | 2,500 | 0.0% | 0.03% | +16.7% |
| Q1 2019 | $236,000 | +11.8% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $211,000 | -11.7% | 2,500 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $239,000 | +6.7% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $224,000 | +1.4% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $221,000 | -3.9% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $230,000 | +6.0% | 2,500 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $217,000 | +3.3% | 2,500 | 0.0% | 0.02% | -11.1% |
| Q2 2017 | $210,000 | +1.4% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $207,000 | -4.6% | 2,500 | -15.5% | 0.03% | -12.9% |
| Q1 2015 | $217,000 | -7.3% | 2,960 | -6.1% | 0.03% | -16.2% |
| Q4 2014 | $234,000 | -5.6% | 3,153 | -9.5% | 0.04% | -2.6% |
| Q3 2014 | $248,000 | -4.2% | 3,483 | -4.9% | 0.04% | -11.6% |
| Q2 2014 | $259,000 | – | 3,663 | – | 0.04% | – |
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% |