WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 227 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $51,000 | +13.3% | 552 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $45,000 | -22.4% | 552 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $58,000 | +5.5% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $55,000 | +3.8% | 552 | 0.0% | 0.01% | +30.0% |
| Q2 2019 | $53,000 | +1.9% | 552 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $52,000 | +10.6% | 552 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $47,000 | -11.3% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $53,000 | +6.0% | 552 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $50,000 | -15.3% | 552 | -17.9% | 0.01% | -25.0% |
| Q1 2018 | $59,000 | -18.1% | 672 | -14.3% | 0.01% | 0.0% |
| Q4 2017 | $72,000 | +5.9% | 784 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $68,000 | +3.0% | 784 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $66,000 | +43.5% | 784 | +42.0% | 0.01% | +50.0% |
| Q1 2017 | $46,000 | +4.5% | 552 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $44,000 | +4.8% | 552 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $42,000 | 0.0% | 552 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $42,000 | -22.2% | 552 | -24.8% | 0.01% | -36.8% |
| Q1 2016 | $54,000 | +80.0% | 734 | +77.7% | 0.02% | +72.7% |
| Q2 2015 | $30,000 | +76.5% | 413 | +78.8% | 0.01% | +57.1% |
| Q1 2015 | $17,000 | – | 231 | – | 0.01% | – |
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% |