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 | $3,260,164 | -3.4% | 53,019 | -0.1% | 0.05% | +4.1% |
| Q2 2023 | $3,376,457 | +134.2% | 53,052 | +16.3% | 0.05% | +96.0% |
| Q1 2023 | $1,441,515 | -56.3% | 45,632 | -14.3% | 0.02% | -57.6% |
| Q4 2022 | $3,297,360 | +9.9% | 53,226 | -1.9% | 0.06% | -13.2% |
| Q3 2022 | $2,999,000 | +31.0% | 54,273 | +40.1% | 0.07% | +30.8% |
| Q2 2022 | $2,290,000 | -11.4% | 38,740 | -1.5% | 0.05% | -8.8% |
| Q1 2022 | $2,585,000 | -1.0% | 39,341 | -0.4% | 0.06% | -8.1% |
| Q4 2021 | $2,610,000 | +11.8% | 39,517 | +102.0% | 0.06% | -3.1% |
| Q3 2021 | $2,334,000 | -23.3% | 19,564 | -22.7% | 0.06% | -23.8% |
| Q2 2021 | $3,045,000 | -3.8% | 25,308 | -8.3% | 0.08% | -16.8% |
| Q1 2021 | $3,166,000 | +5.7% | 27,606 | -0.9% | 0.10% | -3.8% |
| Q4 2020 | $2,994,000 | +9.5% | 27,849 | -1.2% | 0.10% | -11.0% |
| Q3 2020 | $2,735,000 | +4.9% | 28,186 | – | 0.12% | +6.3% |
| Q2 2020 | $2,608,000 | +14.9% | 0 | -100.0% | 0.11% | 0.0% |
| Q1 2020 | $2,270,000 | -4.5% | 28,051 | +25.0% | 0.11% | +13.3% |
| Q4 2019 | $2,378,000 | +599.4% | 22,447 | +554.4% | 0.10% | +476.5% |
| Q3 2019 | $340,000 | +2.4% | 3,430 | 0.0% | 0.02% | -19.0% |
| Q2 2019 | $332,000 | -42.3% | 3,430 | -43.8% | 0.02% | -61.8% |
| Q1 2019 | $575,000 | +98.3% | 6,108 | +78.1% | 0.06% | +150.0% |
| Q4 2018 | $290,000 | -11.3% | 3,430 | 0.0% | 0.02% | -15.4% |
| Q3 2018 | $327,000 | +6.2% | 3,430 | 0.0% | 0.03% | -10.3% |
| Q2 2018 | $308,000 | +1.3% | 3,430 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $304,000 | -3.8% | 3,430 | 0.0% | 0.03% | -12.1% |
| Q4 2017 | $316,000 | +6.0% | 3,430 | 0.0% | 0.03% | -2.9% |
| Q3 2017 | $298,000 | +3.5% | 3,430 | 0.0% | 0.03% | -2.9% |
| Q2 2017 | $288,000 | +1.4% | 3,430 | 0.0% | 0.04% | -10.3% |
| Q1 2017 | $284,000 | +19.3% | 3,430 | +2.5% | 0.04% | -2.5% |
| Q4 2015 | $238,000 | – | 3,345 | – | 0.04% | – |
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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% |