WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,238,660 | -8.6% | 280,349 | -5.5% | 0.00% | -25.0% |
Q2 2023 | $18,867,258 | +14.8% | 296,655 | +11.6% | 0.00% | 0.0% |
Q1 2023 | $16,437,501 | +5.6% | 265,721 | +5.8% | 0.00% | +33.3% |
Q4 2022 | $15,565,061 | -11.4% | 251,252 | -21.0% | 0.00% | -25.0% |
Q3 2022 | $17,572,000 | +18.3% | 317,989 | +26.6% | 0.00% | +33.3% |
Q2 2022 | $14,849,000 | -26.6% | 251,250 | -18.4% | 0.00% | -25.0% |
Q1 2022 | $20,241,000 | +2.7% | 307,987 | +3.2% | 0.00% | 0.0% |
Q4 2021 | $19,701,000 | +31.0% | 298,322 | +136.6% | 0.00% | +33.3% |
Q3 2021 | $15,039,000 | -0.8% | 126,074 | +0.0% | 0.00% | 0.0% |
Q2 2021 | $15,164,000 | -5.6% | 126,029 | -10.0% | 0.00% | -25.0% |
Q1 2021 | $16,068,000 | -2.5% | 140,108 | -8.6% | 0.00% | 0.0% |
Q4 2020 | $16,487,000 | -3.3% | 153,363 | -12.7% | 0.00% | -20.0% |
Q3 2020 | $17,047,000 | -9.8% | 175,668 | -13.7% | 0.01% | -16.7% |
Q2 2020 | $18,906,000 | +9.7% | 203,548 | -4.4% | 0.01% | 0.0% |
Q1 2020 | $17,229,000 | -34.8% | 212,863 | -14.7% | 0.01% | -14.3% |
Q4 2019 | $26,431,000 | +7.1% | 249,516 | +0.1% | 0.01% | 0.0% |
Q3 2019 | $24,689,000 | +5.1% | 249,206 | +2.8% | 0.01% | 0.0% |
Q2 2019 | $23,485,000 | -15.9% | 242,362 | -18.2% | 0.01% | -12.5% |
Q1 2019 | $27,913,000 | +47.6% | 296,252 | +32.3% | 0.01% | +33.3% |
Q4 2018 | $18,910,000 | -5.3% | 223,917 | +7.0% | 0.01% | +20.0% |
Q3 2018 | $19,962,000 | -7.0% | 209,227 | -12.5% | 0.01% | -16.7% |
Q2 2018 | $21,473,000 | -1.7% | 239,251 | -3.1% | 0.01% | 0.0% |
Q1 2018 | $21,843,000 | -18.7% | 246,846 | -15.4% | 0.01% | 0.0% |
Q4 2017 | $26,878,000 | +13.3% | 291,768 | +6.8% | 0.01% | 0.0% |
Q3 2017 | $23,731,000 | +1.0% | 273,268 | -2.2% | 0.01% | 0.0% |
Q2 2017 | $23,486,000 | +19.8% | 279,325 | +18.1% | 0.01% | +20.0% |
Q1 2017 | $19,607,000 | +6.5% | 236,430 | +2.6% | 0.01% | 0.0% |
Q4 2016 | $18,413,000 | +0.4% | 230,451 | -3.3% | 0.01% | -16.7% |
Q3 2016 | $18,339,000 | -10.0% | 238,200 | -11.4% | 0.01% | -14.3% |
Q2 2016 | $20,378,000 | -25.1% | 268,983 | -27.4% | 0.01% | -22.2% |
Q1 2016 | $27,192,000 | +6.1% | 370,458 | +2.9% | 0.01% | +12.5% |
Q4 2015 | $25,622,000 | -2.9% | 360,159 | -8.1% | 0.01% | -11.1% |
Q3 2015 | $26,379,000 | -8.7% | 391,964 | -1.7% | 0.01% | 0.0% |
Q2 2015 | $28,903,000 | +0.1% | 398,712 | +1.2% | 0.01% | 0.0% |
Q1 2015 | $28,867,000 | -1.0% | 393,821 | +0.2% | 0.01% | 0.0% |
Q4 2014 | $29,147,000 | +52.0% | 393,029 | +45.9% | 0.01% | +50.0% |
Q3 2014 | $19,176,000 | +4.7% | 269,439 | +4.2% | 0.01% | 0.0% |
Q2 2014 | $18,315,000 | +6.1% | 258,662 | +1.3% | 0.01% | 0.0% |
Q1 2014 | $17,268,000 | +549.7% | 255,260 | +539.1% | 0.01% | +500.0% |
Q4 2013 | $2,658,000 | -17.8% | 39,943 | -24.4% | 0.00% | 0.0% |
Q3 2013 | $3,235,000 | +427.7% | 52,846 | +415.8% | 0.00% | – |
Q2 2013 | $613,000 | +53.2% | 10,246 | +34.3% | 0.00% | – |
Q2 2012 | $400,000 | -98.1% | 7,629 | -98.1% | 0.00% | -100.0% |
Q1 2012 | $21,571,000 | – | 407,313 | – | 0.01% | – |
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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% |