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 | $3,488,170 | -8.1% | 56,727 | -5.0% | 0.01% | -50.0% |
| Q2 2023 | $3,796,521 | -32.7% | 59,694 | -34.6% | 0.02% | +66.7% |
| Q1 2023 | $5,644,601 | -2.3% | 91,248 | -2.2% | 0.01% | -7.7% |
| Q4 2022 | $5,777,457 | +12.3% | 93,260 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $5,146,000 | -2.8% | 93,128 | +4.0% | 0.01% | -7.1% |
| Q2 2022 | $5,293,000 | -3.3% | 89,563 | +7.6% | 0.01% | +16.7% |
| Q1 2022 | $5,472,000 | -10.6% | 83,264 | -10.2% | 0.01% | -7.7% |
| Q4 2021 | $6,121,000 | +9.1% | 92,693 | +97.0% | 0.01% | -7.1% |
| Q3 2021 | $5,613,000 | -2.8% | 47,050 | -2.0% | 0.01% | -6.7% |
| Q2 2021 | $5,776,000 | -3.0% | 48,002 | -7.6% | 0.02% | -21.1% |
| Q1 2021 | $5,956,000 | +3.4% | 51,937 | -3.1% | 0.02% | 0.0% |
| Q4 2020 | $5,762,000 | +2.8% | 53,601 | -7.2% | 0.02% | -13.6% |
| Q3 2020 | $5,603,000 | +0.1% | 57,744 | -4.1% | 0.02% | -15.4% |
| Q2 2020 | $5,595,000 | +2.2% | 60,243 | -10.9% | 0.03% | -16.1% |
| Q1 2020 | $5,475,000 | -21.9% | 67,648 | +2.3% | 0.03% | -3.1% |
| Q4 2019 | $7,006,000 | +7.9% | 66,141 | +0.9% | 0.03% | -5.9% |
| Q3 2019 | $6,493,000 | +1.7% | 65,539 | -0.6% | 0.03% | -2.9% |
| Q2 2019 | $6,386,000 | -1.9% | 65,903 | -4.7% | 0.04% | +2.9% |
| Q1 2019 | $6,513,000 | +10.3% | 69,130 | -1.2% | 0.03% | -5.6% |
| Q4 2018 | $5,907,000 | -1.7% | 69,951 | +11.1% | 0.04% | +24.1% |
| Q3 2018 | $6,010,000 | -5.2% | 62,990 | -10.8% | 0.03% | -19.4% |
| Q2 2018 | $6,337,000 | -39.0% | 70,603 | -39.9% | 0.04% | -48.6% |
| Q1 2018 | $10,390,000 | -6.5% | 117,417 | -2.6% | 0.07% | -4.1% |
| Q4 2017 | $11,110,000 | +8.8% | 120,604 | +2.6% | 0.07% | 0.0% |
| Q3 2017 | $10,207,000 | +7.4% | 117,539 | +4.0% | 0.07% | +1.4% |
| Q2 2017 | $9,506,000 | +4.0% | 113,058 | +2.6% | 0.07% | +1.4% |
| Q1 2017 | $9,139,000 | +712.4% | 110,196 | +682.4% | 0.07% | +610.0% |
| Q4 2016 | $1,125,000 | +1.7% | 14,085 | -1.9% | 0.01% | 0.0% |
| Q3 2016 | $1,106,000 | -3.6% | 14,360 | -5.2% | 0.01% | -9.1% |
| Q2 2016 | $1,147,000 | -4.0% | 15,140 | -7.0% | 0.01% | 0.0% |
| Q1 2016 | $1,195,000 | +7.9% | 16,280 | +4.6% | 0.01% | 0.0% |
| Q4 2015 | $1,108,000 | +5.7% | 15,570 | 0.0% | 0.01% | -15.4% |
| Q3 2015 | $1,048,000 | -10.0% | 15,570 | -2.1% | 0.01% | 0.0% |
| Q1 2015 | $1,165,000 | +17.7% | 15,897 | +19.0% | 0.01% | +8.3% |
| Q4 2014 | $990,000 | +4.2% | 13,355 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $950,000 | -1.0% | 13,355 | -1.5% | 0.01% | -25.0% |
| Q2 2014 | $960,000 | -18.4% | 13,555 | -22.1% | 0.02% | -27.3% |
| Q1 2014 | $1,177,000 | +24.9% | 17,405 | +23.0% | 0.02% | +15.8% |
| Q4 2013 | $942,000 | +13.5% | 14,155 | +4.4% | 0.02% | 0.0% |
| Q3 2013 | $830,000 | +2.3% | 13,555 | 0.0% | 0.02% | -5.0% |
| Q2 2013 | $811,000 | – | 13,555 | – | 0.02% | – |
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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% |