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 | $2,946,601 | -5.1% | 47,920 | -1.8% | 0.45% | -1.8% |
| Q2 2023 | $3,104,952 | +2.8% | 48,820 | 0.0% | 0.45% | -5.6% |
| Q1 2023 | $3,020,005 | -0.1% | 48,820 | 0.0% | 0.48% | -8.9% |
| Q4 2022 | $3,024,399 | +14.2% | 48,820 | +1.9% | 0.53% | +4.8% |
| Q3 2022 | $2,649,000 | -5.9% | 47,930 | +0.7% | 0.50% | -2.7% |
| Q2 2022 | $2,814,000 | -9.0% | 47,615 | +1.1% | 0.52% | +6.8% |
| Q1 2022 | $3,094,000 | -1.2% | 47,080 | -0.7% | 0.48% | +4.8% |
| Q4 2021 | $3,132,000 | +10.5% | 47,420 | +99.6% | 0.46% | +0.2% |
| Q3 2021 | $2,834,000 | -4.7% | 23,760 | -3.8% | 0.46% | -5.1% |
| Q2 2021 | $2,973,000 | +4.8% | 24,705 | -0.2% | 0.49% | -3.9% |
| Q1 2021 | $2,838,000 | +3.5% | 24,745 | -3.0% | 0.51% | -3.2% |
| Q4 2020 | $2,743,000 | +10.8% | 25,520 | +0.0% | 0.52% | -4.6% |
| Q3 2020 | $2,476,000 | +4.5% | 25,515 | 0.0% | 0.55% | -7.3% |
| Q2 2020 | $2,370,000 | +14.8% | 25,515 | 0.0% | 0.59% | -6.8% |
| Q1 2020 | $2,065,000 | -23.6% | 25,515 | 0.0% | 0.64% | -4.9% |
| Q4 2019 | $2,703,000 | +6.2% | 25,515 | -0.7% | 0.67% | -5.8% |
| Q3 2019 | $2,546,000 | +2.3% | 25,700 | +0.0% | 0.71% | -1.5% |
| Q2 2019 | $2,489,000 | +1.8% | 25,690 | -1.0% | 0.72% | -7.6% |
| Q1 2019 | $2,445,000 | +2.2% | 25,945 | -8.4% | 0.78% | -0.8% |
| Q4 2018 | $2,392,000 | -27.8% | 28,320 | -18.4% | 0.78% | -12.4% |
| Q3 2018 | $3,312,000 | +5.1% | 34,710 | -1.2% | 0.90% | +0.4% |
| Q2 2018 | $3,152,000 | +8.8% | 35,125 | +7.3% | 0.89% | -0.1% |
| Q1 2018 | $2,898,000 | -11.5% | 32,750 | -7.9% | 0.89% | -10.6% |
| Q4 2017 | $3,274,000 | +9.2% | 35,545 | +2.9% | 1.00% | +1.1% |
| Q3 2017 | $2,999,000 | +1.2% | 34,540 | -2.0% | 0.99% | -2.1% |
| Q2 2017 | $2,963,000 | -5.4% | 35,235 | -6.7% | 1.01% | -7.7% |
| Q1 2017 | $3,132,000 | +3.7% | 37,770 | -0.0% | 1.09% | -2.3% |
| Q4 2016 | $3,019,000 | +5.6% | 37,780 | +1.8% | 1.12% | -0.6% |
| Q3 2016 | $2,859,000 | +3.7% | 37,130 | +2.1% | 1.13% | -3.2% |
| Q2 2016 | $2,756,000 | +0.8% | 36,380 | -2.3% | 1.16% | -2.8% |
| Q1 2016 | $2,734,000 | -1.1% | 37,250 | -4.2% | 1.20% | -4.2% |
| Q4 2015 | $2,765,000 | +4.3% | 38,868 | -1.4% | 1.25% | -5.9% |
| Q3 2015 | $2,652,000 | -20.8% | 39,410 | -14.7% | 1.33% | -16.2% |
| Q2 2015 | $3,349,000 | +0.8% | 46,195 | +2.0% | 1.58% | -0.9% |
| Q1 2015 | $3,321,000 | -3.0% | 45,305 | -1.9% | 1.60% | -10.0% |
| Q4 2014 | $3,425,000 | +5.6% | 46,184 | +1.4% | 1.77% | -8.7% |
| Q3 2014 | $3,243,000 | +2.0% | 45,564 | +1.5% | 1.94% | -2.8% |
| Q2 2014 | $3,178,000 | -4.8% | 44,888 | -9.1% | 2.00% | -10.2% |
| Q1 2014 | $3,339,000 | -0.7% | 49,358 | -2.3% | 2.22% | +2.2% |
| Q4 2013 | $3,362,000 | +10.4% | 50,523 | +1.5% | 2.18% | -1.7% |
| Q3 2013 | $3,046,000 | +2.3% | 49,768 | +0.0% | 2.21% | +5.5% |
| Q2 2013 | $2,977,000 | – | 49,767 | – | 2.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |