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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $861,000 | +10.8% | 13,030 | +100.0% | 0.25% | +0.8% |
| Q3 2021 | $777,000 | -9.0% | 6,515 | -8.2% | 0.25% | -9.1% |
| Q2 2021 | $854,000 | +4.9% | 7,095 | 0.0% | 0.28% | 0.0% |
| Q1 2021 | $814,000 | +5.7% | 7,095 | -0.9% | 0.28% | 0.0% |
| Q4 2020 | $770,000 | +10.8% | 7,160 | 0.0% | 0.28% | -2.1% |
| Q3 2020 | $695,000 | +9.6% | 7,160 | +4.9% | 0.28% | +1.8% |
| Q2 2020 | $634,000 | +20.8% | 6,825 | +5.2% | 0.28% | +6.5% |
| Q1 2020 | $525,000 | -15.5% | 6,485 | +10.7% | 0.26% | +10.2% |
| Q4 2019 | $621,000 | +6.9% | 5,860 | 0.0% | 0.24% | +2.6% |
| Q3 2019 | $581,000 | +0.9% | 5,860 | -1.4% | 0.23% | +1.8% |
| Q2 2019 | $576,000 | +1.9% | 5,942 | -0.9% | 0.23% | -4.2% |
| Q1 2019 | $565,000 | +10.6% | 5,995 | -0.9% | 0.24% | +1.7% |
| Q4 2018 | $511,000 | +1.6% | 6,051 | +14.7% | 0.23% | +14.3% |
| Q3 2018 | $503,000 | +6.1% | 5,276 | 0.0% | 0.20% | -1.5% |
| Q2 2018 | $474,000 | -1.9% | 5,276 | -3.4% | 0.21% | -2.4% |
| Q1 2018 | $483,000 | -4.0% | 5,462 | 0.0% | 0.21% | +0.5% |
| Q4 2017 | $503,000 | +6.1% | 5,462 | 0.0% | 0.21% | -3.7% |
| Q3 2017 | $474,000 | -4.6% | 5,462 | -7.7% | 0.22% | -7.2% |
| Q2 2017 | $497,000 | +1.2% | 5,915 | 0.0% | 0.24% | +0.9% |
| Q1 2017 | $491,000 | +2.1% | 5,915 | -1.8% | 0.23% | +0.4% |
| Q4 2016 | $481,000 | +3.7% | 6,021 | 0.0% | 0.23% | -0.4% |
| Q3 2016 | $464,000 | -13.6% | 6,021 | -15.1% | 0.23% | -16.2% |
| Q2 2016 | $537,000 | +3.3% | 7,091 | 0.0% | 0.28% | +0.4% |
| Q1 2016 | $520,000 | +2.2% | 7,091 | -1.0% | 0.28% | +2.2% |
| Q4 2015 | $509,000 | +5.6% | 7,161 | 0.0% | 0.27% | -0.4% |
| Q3 2015 | $482,000 | -7.1% | 7,161 | 0.0% | 0.27% | +1.1% |
| Q2 2015 | $519,000 | -1.1% | 7,161 | 0.0% | 0.27% | -1.8% |
| Q1 2015 | $525,000 | -2.4% | 7,161 | -1.3% | 0.27% | -13.8% |
| Q4 2014 | $538,000 | +4.3% | 7,256 | 0.0% | 0.32% | +7.4% |
| Q3 2014 | $516,000 | +0.4% | 7,256 | 0.0% | 0.30% | +2.8% |
| Q2 2014 | $514,000 | +7.3% | 7,256 | +2.5% | 0.29% | -0.3% |
| Q1 2014 | $479,000 | +21.9% | 7,076 | +19.8% | 0.29% | +21.4% |
| Q4 2013 | $393,000 | – | 5,906 | – | 0.24% | – |
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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% |