WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 238 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 9.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,409,517 | -3.4% | 22,923 | -0.1% | 0.00% | 0.0% |
Q2 2023 | $1,458,867 | +2.6% | 22,938 | -0.2% | 0.00% | 0.0% |
Q1 2023 | $1,422,195 | +10.0% | 22,991 | +10.1% | 0.00% | 0.0% |
Q4 2022 | $1,293,290 | +15.5% | 20,876 | +3.0% | 0.00% | 0.0% |
Q3 2022 | $1,120,000 | -9.2% | 20,274 | -2.9% | 0.00% | 0.0% |
Q2 2022 | $1,234,000 | -8.7% | 20,883 | +1.6% | 0.00% | 0.0% |
Q1 2022 | $1,351,000 | -3.4% | 20,553 | -3.0% | 0.00% | 0.0% |
Q4 2021 | $1,399,000 | +11.8% | 21,186 | +102.2% | 0.00% | 0.0% |
Q3 2021 | $1,251,000 | -21.5% | 10,480 | -20.9% | 0.00% | 0.0% |
Q2 2021 | $1,594,000 | +13.3% | 13,247 | +7.9% | 0.00% | 0.0% |
Q1 2021 | $1,407,000 | +15.4% | 12,276 | +8.3% | 0.00% | 0.0% |
Q4 2020 | $1,219,000 | +17.8% | 11,340 | +6.3% | 0.00% | 0.0% |
Q3 2020 | $1,035,000 | -14.3% | 10,665 | -17.9% | 0.00% | 0.0% |
Q2 2020 | $1,207,000 | +156.8% | 12,993 | +123.9% | 0.00% | – |
Q1 2020 | $470,000 | -62.4% | 5,803 | -50.8% | 0.00% | -100.0% |
Q4 2019 | $1,250,000 | +5.4% | 11,797 | -1.4% | 0.00% | 0.0% |
Q3 2019 | $1,186,000 | -13.9% | 11,967 | -15.8% | 0.00% | 0.0% |
Q2 2019 | $1,377,000 | +0.3% | 14,206 | -2.5% | 0.00% | 0.0% |
Q1 2019 | $1,373,000 | +18.0% | 14,575 | +5.7% | 0.00% | 0.0% |
Q4 2018 | $1,164,000 | -11.8% | 13,784 | -0.3% | 0.00% | 0.0% |
Q3 2018 | $1,319,000 | +0.6% | 13,819 | -5.4% | 0.00% | 0.0% |
Q2 2018 | $1,311,000 | -16.8% | 14,610 | -17.9% | 0.00% | 0.0% |
Q1 2018 | $1,575,000 | -11.4% | 17,800 | -7.7% | 0.00% | 0.0% |
Q4 2017 | $1,777,000 | +16.3% | 19,287 | +9.6% | 0.00% | 0.0% |
Q3 2017 | $1,528,000 | -27.3% | 17,598 | -29.6% | 0.00% | -50.0% |
Q2 2017 | $2,102,000 | -1.4% | 25,005 | -2.7% | 0.00% | 0.0% |
Q1 2017 | $2,131,000 | +4.6% | 25,692 | +0.7% | 0.00% | 0.0% |
Q4 2016 | $2,038,000 | +16.5% | 25,510 | +12.2% | 0.00% | 0.0% |
Q3 2016 | $1,750,000 | -25.4% | 22,733 | -26.6% | 0.00% | 0.0% |
Q2 2016 | $2,347,000 | +4.3% | 30,984 | +1.1% | 0.00% | -33.3% |
Q1 2016 | $2,250,000 | -12.9% | 30,660 | -15.6% | 0.00% | 0.0% |
Q4 2015 | $2,584,000 | -8.9% | 36,315 | -13.9% | 0.00% | 0.0% |
Q3 2015 | $2,835,000 | -28.3% | 42,182 | -22.6% | 0.00% | -25.0% |
Q2 2015 | $3,953,000 | -3.7% | 54,527 | -2.7% | 0.00% | 0.0% |
Q1 2015 | $4,106,000 | +12.1% | 56,022 | +13.3% | 0.00% | +33.3% |
Q4 2014 | $3,663,000 | -30.8% | 49,429 | -33.5% | 0.00% | -40.0% |
Q3 2014 | $5,290,000 | +187.7% | 74,333 | +186.0% | 0.01% | +150.0% |
Q2 2014 | $1,839,000 | +23.2% | 25,987 | +17.7% | 0.00% | 0.0% |
Q1 2014 | $1,493,000 | +30.1% | 22,073 | +28.1% | 0.00% | +100.0% |
Q4 2013 | $1,148,000 | +2.1% | 17,235 | -6.1% | 0.00% | 0.0% |
Q3 2013 | $1,124,000 | -48.0% | 18,364 | -49.1% | 0.00% | -50.0% |
Q2 2013 | $2,162,000 | – | 36,110 | – | 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% |