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 | $2,497,121 | -4.1% | 40,610 | -0.8% | 0.09% | +1.1% |
| Q2 2023 | $2,603,556 | -16.9% | 40,936 | -19.1% | 0.09% | -10.6% |
| Q1 2023 | $3,132,101 | +0.7% | 50,632 | +0.9% | 0.10% | -6.3% |
| Q4 2022 | $3,109,407 | +9.8% | 50,192 | -2.1% | 0.11% | +2.8% |
| Q3 2022 | $2,833,000 | -5.7% | 51,270 | +0.9% | 0.11% | +3.8% |
| Q2 2022 | $3,003,000 | -16.0% | 50,806 | -6.6% | 0.10% | -2.8% |
| Q1 2022 | $3,575,000 | -0.2% | 54,394 | +0.3% | 0.11% | +7.0% |
| Q4 2021 | $3,581,000 | -2.6% | 54,227 | +76.0% | 0.10% | -9.9% |
| Q3 2021 | $3,676,000 | -0.8% | 30,814 | +0.0% | 0.11% | +0.9% |
| Q2 2021 | $3,707,000 | +35.2% | 30,811 | +28.8% | 0.11% | +25.0% |
| Q1 2021 | $2,742,000 | +22.5% | 23,913 | +14.9% | 0.09% | +15.8% |
| Q4 2020 | $2,238,000 | +93.3% | 20,819 | +74.5% | 0.08% | +65.2% |
| Q3 2020 | $1,158,000 | +84.4% | 11,934 | +76.6% | 0.05% | +64.3% |
| Q2 2020 | $628,000 | -36.7% | 6,758 | -44.9% | 0.03% | -52.5% |
| Q1 2020 | $992,000 | -52.2% | 12,260 | -37.5% | 0.06% | -33.0% |
| Q4 2019 | $2,076,000 | +113.8% | 19,601 | +100.1% | 0.09% | +87.2% |
| Q3 2019 | $971,000 | – | 9,796 | – | 0.05% | – |
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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% |