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 | $397,313 | -9.5% | 6,461 | -6.4% | 0.01% | 0.0% |
| Q2 2023 | $439,058 | +44.7% | 6,903 | +41.0% | 0.01% | 0.0% |
| Q1 2023 | $303,395 | 0.0% | 4,897 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $303,395 | +12.0% | 4,897 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $271,000 | -6.2% | 4,897 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $289,000 | -10.2% | 4,897 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $322,000 | -0.3% | 4,897 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $323,000 | -13.4% | 4,897 | +56.5% | 0.01% | -25.0% |
| Q3 2021 | $373,000 | -9.0% | 3,130 | -8.2% | 0.01% | -20.0% |
| Q2 2021 | $410,000 | +4.9% | 3,410 | 0.0% | 0.01% | -47.4% |
| Q1 2021 | $391,000 | +2.9% | 3,410 | -3.5% | 0.02% | -5.0% |
| Q4 2020 | $380,000 | +14.8% | 3,535 | +3.7% | 0.02% | -20.0% |
| Q3 2020 | $331,000 | -3.8% | 3,410 | -8.1% | 0.02% | -24.2% |
| Q2 2020 | $344,000 | +20.7% | 3,709 | +5.2% | 0.03% | +22.2% |
| Q1 2020 | $285,000 | -23.8% | 3,527 | 0.0% | 0.03% | -25.0% |
| Q4 2019 | $374,000 | +7.2% | 3,527 | 0.0% | 0.04% | -5.3% |
| Q3 2019 | $349,000 | -4.6% | 3,527 | -6.6% | 0.04% | -5.0% |
| Q2 2019 | $366,000 | -7.1% | 3,777 | -9.6% | 0.04% | -20.0% |
| Q1 2019 | $394,000 | +38.2% | 4,177 | +23.7% | 0.05% | +16.3% |
| Q4 2018 | $285,000 | -11.5% | 3,377 | 0.0% | 0.04% | -12.2% |
| Q3 2018 | $322,000 | +6.3% | 3,377 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $303,000 | +1.3% | 3,377 | 0.0% | 0.05% | -15.5% |
| Q1 2018 | $299,000 | -3.9% | 3,377 | 0.0% | 0.06% | -10.8% |
| Q4 2017 | $311,000 | +6.1% | 3,377 | 0.0% | 0.06% | -7.1% |
| Q3 2017 | $293,000 | +3.2% | 3,377 | 0.0% | 0.07% | +4.5% |
| Q2 2017 | $284,000 | +1.4% | 3,377 | 0.0% | 0.07% | -17.3% |
| Q1 2017 | $280,000 | -8.8% | 3,377 | -12.2% | 0.08% | -18.2% |
| Q4 2016 | $307,000 | -2.8% | 3,847 | -6.2% | 0.10% | -7.5% |
| Q3 2016 | $316,000 | +1.6% | 4,100 | 0.0% | 0.11% | +0.9% |
| Q2 2016 | $311,000 | +3.3% | 4,100 | 0.0% | 0.11% | +6.0% |
| Q1 2016 | $301,000 | +34.4% | 4,100 | +34.4% | 0.10% | +19.0% |
| Q1 2015 | $224,000 | – | 3,050 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |