WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 150 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 12.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,640,000 | +40.7% | 24,556 | +27.0% | 1.50% | +25.3% |
| Q3 2020 | $1,876,000 | +2.2% | 19,336 | -2.1% | 1.20% | -4.2% |
| Q2 2020 | $1,835,000 | +2.4% | 19,759 | -3.3% | 1.25% | -7.8% |
| Q1 2020 | $1,792,000 | -16.7% | 20,423 | +0.6% | 1.36% | +18.6% |
| Q4 2019 | $2,150,000 | -11.8% | 20,309 | -17.4% | 1.15% | -7.7% |
| Q3 2019 | $2,437,000 | -21.4% | 24,596 | -23.1% | 1.24% | +13.0% |
| Q2 2019 | $3,100,000 | -2.9% | 31,993 | -5.6% | 1.10% | -7.9% |
| Q1 2019 | $3,192,000 | -12.0% | 33,878 | -21.1% | 1.19% | -24.1% |
| Q4 2018 | $3,626,000 | -11.5% | 42,941 | -0.0% | 1.57% | +3.8% |
| Q3 2018 | $4,098,000 | +4.1% | 42,952 | -2.0% | 1.51% | -3.4% |
| Q2 2018 | $3,935,000 | +1.4% | 43,840 | -0.1% | 1.57% | +0.8% |
| Q1 2018 | $3,882,000 | -11.6% | 43,869 | -8.0% | 1.56% | -8.6% |
| Q4 2017 | $4,391,000 | +6.3% | 47,664 | +0.2% | 1.70% | +0.3% |
| Q3 2017 | $4,130,000 | -1.5% | 47,556 | -4.6% | 1.70% | -5.6% |
| Q2 2017 | $4,193,000 | +3.2% | 49,867 | +1.8% | 1.80% | -1.5% |
| Q1 2017 | $4,064,000 | +1.9% | 49,001 | -1.8% | 1.82% | -1.6% |
| Q4 2016 | $3,987,000 | +2.6% | 49,896 | -1.1% | 1.85% | +0.5% |
| Q3 2016 | $3,885,000 | +1.8% | 50,461 | +0.1% | 1.84% | -1.6% |
| Q2 2016 | $3,818,000 | +7.9% | 50,396 | +4.5% | 1.87% | -0.5% |
| Q1 2016 | $3,539,000 | +3.7% | 48,210 | +0.5% | 1.88% | -1.9% |
| Q4 2015 | $3,413,000 | -28.1% | 47,977 | -32.0% | 1.92% | -19.2% |
| Q3 2015 | $4,746,000 | -8.1% | 70,520 | -1.0% | 2.38% | +1.3% |
| Q2 2015 | $5,165,000 | -9.2% | 71,254 | -8.1% | 2.34% | -11.8% |
| Q1 2015 | $5,686,000 | -1.6% | 77,575 | -0.5% | 2.66% | -4.8% |
| Q4 2014 | $5,780,000 | +12.6% | 77,941 | +8.0% | 2.79% | +3.3% |
| Q3 2014 | $5,135,000 | +0.5% | 72,157 | -0.0% | 2.71% | +3.2% |
| Q2 2014 | $5,110,000 | +6.8% | 72,167 | +2.0% | 2.62% | +0.7% |
| Q1 2014 | $4,784,000 | -8.7% | 70,719 | -10.2% | 2.60% | -9.1% |
| Q4 2013 | $5,241,000 | +3.1% | 78,769 | -5.1% | 2.86% | -4.4% |
| Q3 2013 | $5,082,000 | +3.2% | 83,020 | +0.8% | 3.00% | -2.2% |
| Q2 2013 | $4,924,000 | – | 82,331 | – | 3.06% | – |
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% |