WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 216 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $918 | -23.6% | 14,935 | -21.0% | 0.01% | -17.6% |
| Q2 2023 | $1,202 | +1.6% | 18,896 | -1.2% | 0.02% | -5.6% |
| Q1 2023 | $1,183 | +12.2% | 19,120 | +12.4% | 0.02% | +20.0% |
| Q4 2022 | $1,054 | -99.9% | 17,018 | -1.0% | 0.02% | -11.8% |
| Q3 2022 | $950,000 | -7.2% | 17,184 | -0.8% | 0.02% | -5.6% |
| Q2 2022 | $1,024,000 | -10.1% | 17,330 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $1,139,000 | -2.4% | 17,330 | -1.9% | 0.02% | -15.0% |
| Q4 2021 | $1,167,000 | +10.7% | 17,668 | +100.0% | 0.02% | 0.0% |
| Q3 2021 | $1,054,000 | -0.8% | 8,834 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $1,063,000 | +4.9% | 8,834 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,013,000 | +4.4% | 8,834 | -2.1% | 0.02% | -4.5% |
| Q4 2020 | $970,000 | +10.9% | 9,021 | +0.0% | 0.02% | -4.3% |
| Q3 2020 | $875,000 | +4.4% | 9,020 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $838,000 | +312.8% | 9,020 | +259.6% | 0.02% | +242.9% |
| Q1 2020 | $203,000 | -29.0% | 2,508 | -7.0% | 0.01% | 0.0% |
| Q4 2019 | $286,000 | +7.1% | 2,696 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $267,000 | +0.4% | 2,696 | -1.7% | 0.01% | 0.0% |
| Q2 2019 | $266,000 | -4.7% | 2,744 | -7.2% | 0.01% | -33.3% |
| Q1 2019 | $279,000 | +11.6% | 2,956 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $250,000 | -17.5% | 2,956 | -6.8% | 0.01% | -20.0% |
| Q3 2018 | $303,000 | -8.2% | 3,173 | -13.6% | 0.02% | -11.8% |
| Q2 2018 | $330,000 | -0.6% | 3,672 | -2.2% | 0.02% | -5.6% |
| Q1 2018 | $332,000 | -8.3% | 3,754 | -4.4% | 0.02% | -21.7% |
| Q4 2017 | $362,000 | -14.0% | 3,925 | -19.1% | 0.02% | -20.7% |
| Q3 2017 | $421,000 | -25.7% | 4,850 | -28.0% | 0.03% | -27.5% |
| Q2 2017 | $567,000 | -7.8% | 6,740 | -9.1% | 0.04% | -31.0% |
| Q1 2017 | $615,000 | +2.5% | 7,418 | -1.2% | 0.06% | -9.4% |
| Q4 2016 | $600,000 | -19.6% | 7,510 | -22.5% | 0.06% | -22.9% |
| Q3 2016 | $746,000 | -2.0% | 9,688 | -3.5% | 0.08% | -1.2% |
| Q2 2016 | $761,000 | +1.1% | 10,043 | -2.0% | 0.08% | -3.4% |
| Q1 2016 | $753,000 | +1.9% | 10,252 | -1.3% | 0.09% | +27.9% |
| Q4 2015 | $739,000 | +0.4% | 10,389 | -4.9% | 0.07% | -20.9% |
| Q3 2015 | $736,000 | -9.9% | 10,929 | -3.0% | 0.09% | 0.0% |
| Q2 2015 | $817,000 | -12.1% | 11,268 | -11.1% | 0.09% | -16.5% |
| Q1 2015 | $929,000 | -3.3% | 12,678 | -2.2% | 0.10% | +2.0% |
| Q4 2014 | $961,000 | -7.1% | 12,962 | -10.8% | 0.10% | -12.9% |
| Q3 2014 | $1,034,000 | -4.3% | 14,534 | -4.7% | 0.12% | -19.4% |
| Q2 2014 | $1,080,000 | -8.9% | 15,253 | -13.0% | 0.14% | -10.0% |
| Q1 2014 | $1,186,000 | -6.4% | 17,532 | -7.9% | 0.16% | -9.6% |
| Q4 2013 | $1,267,000 | +35.5% | 19,042 | +24.6% | 0.18% | -3.8% |
| Q3 2013 | $935,000 | -28.7% | 15,283 | -30.3% | 0.18% | -29.8% |
| Q2 2013 | $1,311,000 | – | 21,927 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |