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 | $86,450 | -3.3% | 1,406 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $89,400 | +2.8% | 1,406 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $86,938 | +2.9% | 1,405 | +3.0% | 0.00% | 0.0% |
| Q4 2022 | $84,500 | +12.7% | 1,364 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $75,000 | -7.4% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $81,000 | -10.0% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $90,000 | 0.0% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $90,000 | +11.1% | 1,364 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $81,000 | -1.2% | 682 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $82,000 | +5.1% | 682 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $78,000 | +6.8% | 682 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $73,000 | +10.6% | 682 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $66,000 | +4.8% | 682 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $63,000 | +14.5% | 682 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $55,000 | -11.3% | 682 | +16.4% | 0.01% | 0.0% |
| Q4 2019 | $62,000 | +6.9% | 586 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $58,000 | +1.8% | 586 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $57,000 | +5.6% | 586 | +2.1% | 0.01% | 0.0% |
| Q1 2019 | $54,000 | +12.5% | 574 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $48,000 | -9.4% | 574 | -18.7% | 0.00% | -50.0% |
| Q2 2016 | $53,000 | +1.9% | 706 | 0.0% | 0.01% | -11.1% |
| Q1 2016 | $52,000 | -51.4% | 706 | -53.0% | 0.01% | -57.1% |
| Q4 2015 | $107,000 | +7.0% | 1,501 | +0.5% | 0.02% | -8.7% |
| Q3 2015 | $100,000 | -7.4% | 1,493 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $108,000 | -67.2% | 1,493 | -66.8% | 0.02% | -71.2% |
| Q1 2015 | $329,000 | -75.1% | 4,494 | -74.8% | 0.08% | -75.7% |
| Q4 2014 | $1,323,000 | – | 17,844 | – | 0.33% | – |
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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% |