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 | $10,052,000 | +1.4% | 163,499 | +4.9% | 0.02% | -5.0% |
| Q2 2023 | $9,912,000 | +8.0% | 155,891 | +5.0% | 0.02% | 0.0% |
| Q1 2023 | $9,182,000 | -4.3% | 148,467 | -4.1% | 0.02% | -9.1% |
| Q4 2022 | $9,597,000 | +6.1% | 154,874 | -5.4% | 0.02% | -8.3% |
| Q3 2022 | $9,047,000 | -7.8% | 163,702 | -1.4% | 0.02% | -4.0% |
| Q2 2022 | $9,808,000 | -10.4% | 165,949 | -0.4% | 0.02% | +4.2% |
| Q1 2022 | $10,947,000 | -0.6% | 166,569 | -0.1% | 0.02% | 0.0% |
| Q4 2021 | $11,017,000 | +10.7% | 166,816 | +99.9% | 0.02% | -11.1% |
| Q3 2021 | $9,956,000 | -11.9% | 83,444 | -11.2% | 0.03% | -18.2% |
| Q2 2021 | $11,307,000 | +9.5% | 94,012 | +4.5% | 0.03% | 0.0% |
| Q1 2021 | $10,324,000 | +476.8% | 90,005 | +389.2% | 0.03% | +266.7% |
| Q3 2020 | $1,790,000 | +7.2% | 18,397 | +2.5% | 0.01% | 0.0% |
| Q2 2020 | $1,669,000 | -3.2% | 17,953 | -15.9% | 0.01% | -18.2% |
| Q1 2020 | $1,724,000 | -29.0% | 21,345 | -6.8% | 0.01% | -21.4% |
| Q4 2019 | $2,429,000 | +10.0% | 22,909 | +3.0% | 0.01% | +16.7% |
| Q3 2019 | $2,209,000 | -1.4% | 22,248 | -3.6% | 0.01% | -7.7% |
| Q2 2019 | $2,241,000 | +1.3% | 23,077 | -1.6% | 0.01% | -13.3% |
| Q1 2019 | $2,212,000 | +2.5% | 23,459 | -8.4% | 0.02% | -11.8% |
| Q4 2018 | $2,159,000 | -6.2% | 25,605 | +6.3% | 0.02% | 0.0% |
| Q3 2018 | $2,301,000 | -1.3% | 24,085 | -7.3% | 0.02% | -5.6% |
| Q2 2018 | $2,331,000 | -4.7% | 25,978 | -6.0% | 0.02% | -10.0% |
| Q1 2018 | $2,447,000 | -36.8% | 27,633 | -34.1% | 0.02% | -37.5% |
| Q4 2017 | $3,870,000 | -2.5% | 41,941 | -8.3% | 0.03% | -5.9% |
| Q3 2017 | $3,971,000 | +8.1% | 45,762 | +4.4% | 0.03% | +3.0% |
| Q2 2017 | $3,674,000 | +132.7% | 43,833 | +129.9% | 0.03% | +120.0% |
| Q1 2017 | $1,579,000 | +47.0% | 19,069 | +41.8% | 0.02% | +25.0% |
| Q4 2016 | $1,074,000 | +135.5% | 13,449 | +127.1% | 0.01% | +140.0% |
| Q3 2016 | $456,000 | +22.9% | 5,923 | +20.6% | 0.01% | 0.0% |
| Q2 2016 | $371,000 | +14.9% | 4,910 | +11.6% | 0.01% | +400.0% |
| Q1 2016 | $323,000 | -98.3% | 4,399 | -98.4% | 0.00% | -99.6% |
| Q4 2015 | $19,460,000 | +7974.7% | 273,555 | +7486.1% | 0.23% | +7600.0% |
| Q3 2015 | $241,000 | +18.1% | 3,606 | +28.4% | 0.00% | 0.0% |
| Q2 2015 | $204,000 | – | 2,808 | – | 0.00% | – |
Download | ||||||
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% |