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 | $356,642 | -3.3% | 5,800 | 0.0% | 0.07% | +3.1% |
| Q2 2023 | $368,880 | +2.8% | 5,800 | 0.0% | 0.06% | -3.0% |
| Q1 2023 | $358,788 | -0.1% | 5,800 | 0.0% | 0.07% | -4.3% |
| Q4 2022 | $359,310 | +11.9% | 5,800 | 0.0% | 0.07% | +7.7% |
| Q3 2022 | $321,000 | -6.4% | 5,800 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $343,000 | -10.0% | 5,800 | 0.0% | 0.06% | +6.7% |
| Q1 2022 | $381,000 | -0.5% | 5,800 | 0.0% | 0.06% | +3.4% |
| Q4 2021 | $383,000 | +10.7% | 5,800 | +100.0% | 0.06% | +28.9% |
| Q3 2021 | $346,000 | -0.9% | 2,900 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $349,000 | +4.8% | 2,900 | 0.0% | 0.04% | +131.6% |
| Q1 2021 | $333,000 | +6.7% | 2,900 | 0.0% | 0.02% | +18.8% |
| Q4 2020 | $312,000 | +11.0% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $281,000 | +4.5% | 2,900 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $269,000 | +14.5% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $235,000 | -23.5% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $307,000 | +7.0% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $287,000 | +2.1% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $281,000 | +2.9% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $273,000 | +11.4% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $245,000 | -11.6% | 2,900 | 0.0% | 0.02% | +6.2% |
| Q3 2018 | $277,000 | +6.5% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $260,000 | +1.2% | 2,900 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $257,000 | -3.7% | 2,900 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $267,000 | +6.0% | 2,900 | 0.0% | 0.02% | +6.7% |
| Q3 2017 | $252,000 | +3.3% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $244,000 | +1.7% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $240,000 | +3.4% | 2,900 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $232,000 | +4.0% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $223,000 | +1.4% | 2,900 | 0.0% | 0.02% | +6.7% |
| Q2 2016 | $220,000 | +3.3% | 2,900 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $213,000 | +3.4% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $206,000 | +5.6% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $195,000 | -7.1% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $210,000 | -1.4% | 2,900 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $213,000 | -0.9% | 2,900 | 0.0% | 0.02% | -5.9% |
| Q4 2014 | $215,000 | +4.4% | 2,900 | 0.0% | 0.02% | -5.6% |
| Q3 2014 | $206,000 | +0.5% | 2,900 | 0.0% | 0.02% | +5.9% |
| Q2 2014 | $205,000 | +4.6% | 2,900 | 0.0% | 0.02% | +6.2% |
| Q1 2014 | $196,000 | +1.6% | 2,900 | 0.0% | 0.02% | -5.9% |
| Q4 2013 | $193,000 | +8.4% | 2,900 | 0.0% | 0.02% | -19.0% |
| Q3 2013 | $178,000 | – | 2,900 | – | 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% |