WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 160 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25 | -7.4% | 410 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $27 | +3.8% | 410 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26 | +4.0% | 410 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $25 | -99.9% | 410 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $24,000 | -4.0% | 410 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -7.4% | 410 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $27,000 | 0.0% | 410 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | +12.5% | 410 | +100.0% | 0.01% | +25.0% |
| Q3 2021 | $24,000 | -4.0% | 205 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $25,000 | +4.2% | 205 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +9.1% | 205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | +10.0% | 205 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | -9.1% | 205 | -14.6% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | -45.0% | 240 | -51.3% | 0.01% | -54.5% |
| Q1 2020 | $40,000 | -23.1% | 493 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $52,000 | +6.1% | 493 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $49,000 | +113.0% | 493 | +105.4% | 0.01% | +116.7% |
| Q2 2019 | $23,000 | -14.8% | 240 | -17.2% | 0.01% | -25.0% |
| Q1 2019 | $27,000 | +22.7% | 290 | +13.3% | 0.01% | +14.3% |
| Q4 2018 | $22,000 | +15.8% | 256 | +28.0% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | +5.6% | 200 | +1.5% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | +12.5% | 197 | +7.7% | 0.01% | +16.7% |
| Q1 2018 | $16,000 | +33.3% | 183 | +40.8% | 0.01% | +50.0% |
| Q4 2017 | $12,000 | +9.1% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | +57.1% | 130 | +44.4% | 0.00% | +33.3% |
| Q1 2017 | $7,000 | -12.5% | 90 | -10.0% | 0.00% | -25.0% |
| Q4 2016 | $8,000 | -52.9% | 100 | -54.8% | 0.00% | -55.6% |
| Q3 2016 | $17,000 | -26.1% | 221 | -26.1% | 0.01% | -25.0% |
| Q2 2016 | $23,000 | +4.5% | 299 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $22,000 | – | 299 | – | 0.01% | – |
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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% |