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 | $2,827,916 | -4.1% | 45,990 | -0.8% | 0.21% | -1.0% |
| Q2 2023 | $2,949,297 | +1.4% | 46,373 | -1.4% | 0.21% | +1.4% |
| Q1 2023 | $2,909,974 | +2.5% | 47,041 | +2.6% | 0.21% | -5.0% |
| Q4 2022 | $2,839,680 | +11.8% | 45,838 | -0.3% | 0.22% | +2.8% |
| Q3 2022 | $2,540,000 | -50.8% | 45,964 | -47.4% | 0.21% | -48.5% |
| Q2 2022 | $5,166,000 | -30.3% | 87,405 | -22.5% | 0.41% | -17.1% |
| Q1 2022 | $7,414,000 | -0.3% | 112,810 | +0.2% | 0.50% | +2.7% |
| Q4 2021 | $7,436,000 | +11.0% | 112,605 | +102.2% | 0.48% | -8.2% |
| Q2 2021 | $6,701,000 | +6.1% | 55,693 | +1.1% | 0.53% | -13.5% |
| Q1 2021 | $6,318,000 | +9.1% | 55,091 | +2.3% | 0.61% | +1.2% |
| Q4 2020 | $5,789,000 | +11.8% | 53,852 | +0.9% | 0.60% | +51.6% |
| Q3 2020 | $5,180,000 | +11.1% | 53,381 | +6.3% | 0.40% | -43.4% |
| Q2 2020 | $4,662,000 | -19.0% | 50,197 | -7.6% | 0.70% | -3.4% |
| Q4 2019 | $5,757,000 | – | 54,352 | – | 0.73% | – |
Download | ||||||
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% |