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 | $73 | -2.7% | 1,188 | +0.2% | 0.00% | 0.0% |
Q2 2023 | $75 | +2.7% | 1,186 | +0.2% | 0.00% | 0.0% |
Q1 2023 | $73 | -2.7% | 1,184 | -2.6% | 0.00% | 0.0% |
Q4 2022 | $75 | -99.9% | 1,215 | -2.3% | 0.00% | 0.0% |
Q3 2022 | $69,000 | -5.5% | 1,243 | +0.2% | 0.00% | -25.0% |
Q2 2022 | $73,000 | -9.9% | 1,240 | +0.2% | 0.00% | 0.0% |
Q1 2022 | $81,000 | -1.2% | 1,238 | +0.1% | 0.00% | 0.0% |
Q4 2021 | $82,000 | +10.8% | 1,237 | +100.5% | 0.00% | 0.0% |
Q3 2021 | $74,000 | 0.0% | 617 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $74,000 | +4.2% | 617 | +0.2% | 0.00% | 0.0% |
Q1 2021 | $71,000 | +7.6% | 616 | +0.2% | 0.00% | 0.0% |
Q4 2020 | $66,000 | +10.0% | 615 | +0.3% | 0.00% | 0.0% |
Q3 2020 | $60,000 | -18.9% | 613 | -23.0% | 0.00% | -20.0% |
Q2 2020 | $74,000 | +13.8% | 796 | -0.5% | 0.01% | -16.7% |
Q1 2020 | $65,000 | -35.6% | 800 | -16.1% | 0.01% | -14.3% |
Q4 2019 | $101,000 | +68.3% | 954 | +56.7% | 0.01% | +40.0% |
Q3 2019 | $60,000 | +11.1% | 609 | +9.5% | 0.01% | 0.0% |
Q2 2019 | $54,000 | +3.8% | 556 | +0.2% | 0.01% | 0.0% |
Q1 2019 | $52,000 | -5.5% | 555 | -15.4% | 0.01% | -16.7% |
Q4 2018 | $55,000 | -11.3% | 656 | +0.3% | 0.01% | 0.0% |
Q3 2018 | $62,000 | +5.1% | 654 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $59,000 | +1.7% | 654 | +0.2% | 0.01% | 0.0% |
Q1 2018 | $58,000 | -3.3% | 653 | +0.2% | 0.01% | 0.0% |
Q4 2017 | $60,000 | +5.3% | 652 | 0.0% | 0.01% | -14.3% |
Q3 2017 | $57,000 | +3.6% | 652 | +0.2% | 0.01% | 0.0% |
Q2 2017 | $55,000 | +1.9% | 651 | 0.0% | 0.01% | -12.5% |
Q1 2017 | $54,000 | +50.0% | 651 | +44.7% | 0.01% | +33.3% |
Q4 2016 | $36,000 | +2.9% | 450 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $35,000 | +2.9% | 450 | 0.0% | 0.01% | -14.3% |
Q2 2016 | $34,000 | +3.0% | 450 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $33,000 | +3.1% | 450 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $32,000 | +6.7% | 450 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $30,000 | -9.1% | 450 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $33,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $33,000 | 0.0% | 450 | 0.0% | 0.01% | -12.5% |
Q4 2014 | $33,000 | +3.1% | 450 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $32,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $32,000 | +6.7% | 450 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $30,000 | 0.0% | 450 | 0.0% | 0.01% | -20.0% |
Q4 2013 | $30,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $28,000 | – | 450 | – | 0.01% | – |
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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% |