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 | $3,470 | +0.1% | 56,435 | +3.5% | 0.01% | +8.3% |
| Q2 2023 | $3,468 | +2.8% | 54,524 | -0.0% | 0.01% | -14.3% |
| Q1 2023 | $3,374 | -0.3% | 54,544 | -0.2% | 0.01% | +7.7% |
| Q4 2022 | $3,385 | -99.9% | 54,634 | -0.2% | 0.01% | 0.0% |
| Q3 2022 | $3,024,000 | -8.3% | 54,721 | -1.1% | 0.01% | -13.3% |
| Q2 2022 | $3,296,000 | -6.7% | 55,350 | +3.0% | 0.02% | 0.0% |
| Q1 2022 | $3,531,000 | -0.2% | 53,731 | +0.3% | 0.02% | +7.1% |
| Q4 2021 | $3,539,000 | +10.0% | 53,584 | +98.7% | 0.01% | 0.0% |
| Q3 2021 | $3,217,000 | -0.8% | 26,966 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $3,244,000 | +0.9% | 26,957 | -3.8% | 0.01% | -12.5% |
| Q1 2021 | $3,214,000 | +8.8% | 28,022 | +2.0% | 0.02% | +14.3% |
| Q4 2020 | $2,954,000 | +4.6% | 27,477 | -5.6% | 0.01% | -12.5% |
| Q3 2020 | $2,824,000 | -30.9% | 29,097 | -33.8% | 0.02% | -38.5% |
| Q2 2020 | $4,085,000 | -20.0% | 43,981 | -30.3% | 0.03% | -35.0% |
| Q1 2020 | $5,105,000 | -42.4% | 63,077 | -24.7% | 0.04% | -31.0% |
| Q4 2019 | $8,869,000 | +7.7% | 83,724 | +0.8% | 0.06% | -3.3% |
| Q3 2019 | $8,233,000 | +1.5% | 83,100 | -0.7% | 0.06% | -3.2% |
| Q2 2019 | $8,110,000 | +2.6% | 83,696 | -0.3% | 0.06% | -4.6% |
| Q1 2019 | $7,908,000 | +8.5% | 83,930 | -2.7% | 0.06% | -7.1% |
| Q4 2018 | $7,286,000 | -14.1% | 86,279 | -2.9% | 0.07% | -4.1% |
| Q3 2018 | $8,480,000 | +7.6% | 88,877 | +1.2% | 0.07% | -3.9% |
| Q2 2018 | $7,880,000 | -1.3% | 87,802 | -2.7% | 0.08% | -5.0% |
| Q1 2018 | $7,982,000 | -1.8% | 90,198 | +2.2% | 0.08% | -4.8% |
| Q4 2017 | $8,131,000 | +6.8% | 88,264 | +0.7% | 0.08% | -3.4% |
| Q3 2017 | $7,613,000 | +7.0% | 87,671 | +3.6% | 0.09% | -2.2% |
| Q2 2017 | $7,115,000 | +5.5% | 84,627 | +4.1% | 0.09% | -1.1% |
| Q1 2017 | $6,742,000 | -0.3% | 81,303 | -3.9% | 0.09% | -11.8% |
| Q4 2016 | $6,763,000 | +114.6% | 84,645 | +106.7% | 0.10% | +82.1% |
| Q3 2016 | $3,152,000 | +5.1% | 40,943 | +0.2% | 0.06% | -29.1% |
| Q1 2016 | $3,000,000 | -21.7% | 40,866 | -24.1% | 0.08% | -20.2% |
| Q4 2015 | $3,831,000 | -7.9% | 53,851 | -12.9% | 0.10% | -15.4% |
| Q3 2015 | $4,160,000 | -99.9% | 61,811 | -8.5% | 0.12% | +13.6% |
| Q2 2015 | $4,897,664,000 | +100987.0% | 67,563 | +2.2% | 0.10% | +14.4% |
| Q1 2015 | $4,845,000 | -99.9% | 66,100 | +40.7% | 0.09% | +28.6% |
| Q4 2014 | $3,483,349,000 | +1.4% | 46,971 | -2.7% | 0.07% | -1.4% |
| Q3 2014 | $3,435,338,000 | +8.7% | 48,269 | +8.2% | 0.07% | +2.9% |
| Q2 2014 | $3,159,522,000 | +39.4% | 44,622 | +33.2% | 0.07% | +25.5% |
| Q1 2014 | $2,266,644,000 | +11.3% | 33,505 | +9.4% | 0.06% | +1.9% |
| Q4 2013 | $2,037,223,000 | +22.9% | 30,617 | +13.1% | 0.05% | +8.0% |
| Q3 2013 | $1,657,587,000 | – | 27,080 | – | 0.05% | – |
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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% |