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 | $224,822 | -11.4% | 3,656 | -8.4% | 0.01% | -15.4% |
| Q2 2023 | $253,796 | -0.7% | 3,991 | -3.4% | 0.01% | -13.3% |
| Q1 2023 | $255,464 | +0.3% | 4,130 | +0.5% | 0.02% | 0.0% |
| Q4 2022 | $254,590 | +12.7% | 4,110 | +0.6% | 0.02% | +15.4% |
| Q3 2022 | $226,000 | -5.8% | 4,085 | +0.6% | 0.01% | -7.1% |
| Q2 2022 | $240,000 | -33.3% | 4,061 | -25.8% | 0.01% | -17.6% |
| Q1 2022 | $360,000 | 0.0% | 5,475 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $360,000 | +11.1% | 5,455 | +101.1% | 0.02% | 0.0% |
| Q3 2021 | $324,000 | -0.3% | 2,712 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $325,000 | +5.5% | 2,699 | +0.5% | 0.02% | -5.6% |
| Q1 2021 | $308,000 | +6.9% | 2,686 | +0.4% | 0.02% | 0.0% |
| Q4 2020 | $288,000 | -3.7% | 2,675 | -13.1% | 0.02% | -14.3% |
| Q3 2020 | $299,000 | +5.3% | 3,079 | +0.6% | 0.02% | -8.7% |
| Q2 2020 | $284,000 | +15.0% | 3,061 | +0.2% | 0.02% | -11.5% |
| Q1 2020 | $247,000 | -22.8% | 3,055 | +1.1% | 0.03% | -23.5% |
| Q4 2019 | $320,000 | -7.8% | 3,021 | -13.8% | 0.03% | -17.1% |
| Q3 2019 | $347,000 | +2.7% | 3,505 | +0.5% | 0.04% | +5.1% |
| Q2 2019 | $338,000 | +3.4% | 3,488 | +0.6% | 0.04% | -2.5% |
| Q1 2019 | $327,000 | +27.2% | 3,468 | +13.9% | 0.04% | +8.1% |
| Q4 2018 | $257,000 | -11.1% | 3,046 | +0.7% | 0.04% | +2.8% |
| Q3 2018 | $289,000 | -26.5% | 3,024 | -31.0% | 0.04% | -29.4% |
| Q2 2018 | $393,000 | -16.2% | 4,384 | -17.3% | 0.05% | -21.5% |
| Q1 2018 | $469,000 | -3.5% | 5,301 | +0.5% | 0.06% | +10.2% |
| Q4 2017 | $486,000 | +6.6% | 5,276 | +0.5% | 0.06% | 0.0% |
| Q3 2017 | $456,000 | +3.9% | 5,251 | +0.5% | 0.06% | -4.8% |
| Q2 2017 | $439,000 | -99.8% | 5,225 | +74.6% | 0.06% | -31.1% |
| Q4 2016 | $239,083,000 | -39.7% | 2,992 | -41.9% | 0.09% | +40.6% |
| Q3 2016 | $396,613,000 | +102119.8% | 5,151 | +0.5% | 0.06% | -7.2% |
| Q2 2016 | $388,000 | -99.9% | 5,124 | +0.5% | 0.07% | 0.0% |
| Q1 2016 | $374,241,000 | +103567.9% | 5,099 | +0.5% | 0.07% | -1.4% |
| Q4 2015 | $361,000 | +6.2% | 5,075 | +0.6% | 0.07% | -4.1% |
| Q3 2015 | $340,000 | -6.6% | 5,046 | +0.5% | 0.07% | -12.0% |
| Q2 2015 | $364,000 | -21.0% | 5,020 | -20.2% | 0.08% | -20.2% |
| Q1 2015 | $461,000 | -8.3% | 6,290 | -7.3% | 0.10% | -9.6% |
| Q4 2014 | $503,000 | +5.0% | 6,783 | +0.7% | 0.12% | +6.5% |
| Q3 2014 | $479,000 | +1.1% | 6,737 | +0.6% | 0.11% | +0.9% |
| Q2 2014 | $474,000 | +5.3% | 6,695 | +0.6% | 0.11% | +0.9% |
| Q1 2014 | $450,000 | +2.3% | 6,658 | +0.6% | 0.11% | +5.0% |
| Q4 2013 | $440,000 | -3.7% | 6,617 | -11.3% | 0.10% | -15.8% |
| Q3 2013 | $457,000 | -3.4% | 7,462 | -5.6% | 0.12% | -15.5% |
| Q2 2013 | $473,000 | – | 7,905 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |