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 | $306,835 | -3.3% | 4,990 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $317,364 | -1.1% | 4,990 | -3.9% | 0.01% | -7.1% |
Q1 2023 | $321,053 | -0.1% | 5,190 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $321,520 | +12.0% | 5,190 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $287,000 | -8.3% | 5,190 | -2.1% | 0.01% | 0.0% |
Q2 2022 | $313,000 | -10.1% | 5,302 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $348,000 | +1.5% | 5,302 | +2.2% | 0.01% | +7.7% |
Q4 2021 | $343,000 | -15.9% | 5,190 | +51.8% | 0.01% | -23.5% |
Q3 2021 | $408,000 | -0.7% | 3,420 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $411,000 | +4.8% | 3,420 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $392,000 | +6.5% | 3,420 | 0.0% | 0.02% | +6.2% |
Q4 2020 | $368,000 | +10.8% | 3,420 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $332,000 | +4.4% | 3,420 | 0.0% | 0.02% | -11.1% |
Q2 2020 | $318,000 | +14.8% | 3,420 | 0.0% | 0.02% | +5.9% |
Q1 2020 | $277,000 | -23.5% | 3,420 | 0.0% | 0.02% | -5.6% |
Q4 2019 | $362,000 | +6.8% | 3,420 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $339,000 | -26.0% | 3,420 | -27.6% | 0.02% | -28.0% |
Q2 2019 | $458,000 | – | 4,725 | – | 0.02% | – |
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% |