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 | $237,429 | -38.3% | 3,861 | -36.2% | 0.02% | -37.5% |
| Q2 2023 | $384,748 | -14.2% | 6,049 | -16.5% | 0.04% | -16.7% |
| Q1 2023 | $448,191 | -3.2% | 7,245 | -3.1% | 0.05% | -9.4% |
| Q4 2022 | $463,229 | -52.4% | 7,477 | -57.6% | 0.05% | -53.9% |
| Q3 2022 | $973,000 | -16.8% | 17,614 | -11.0% | 0.12% | -12.9% |
| Q2 2022 | $1,169,000 | -18.6% | 19,784 | -9.5% | 0.13% | -8.3% |
| Q1 2022 | $1,437,000 | +42.8% | 21,871 | +43.5% | 0.14% | +41.2% |
| Q4 2021 | $1,006,000 | +17.8% | 15,244 | +113.0% | 0.10% | -26.6% |
| Q3 2021 | $854,000 | -47.6% | 7,158 | -47.1% | 0.14% | -47.5% |
| Q2 2021 | $1,629,000 | +5.2% | 13,537 | +0.2% | 0.26% | +44.0% |
| Q1 2021 | $1,549,000 | +13.6% | 13,505 | +6.5% | 0.18% | +9.5% |
| Q4 2020 | $1,364,000 | +88.1% | 12,685 | +69.7% | 0.17% | +63.1% |
| Q3 2020 | $725,000 | +11.9% | 7,473 | +7.0% | 0.10% | +5.1% |
| Q2 2020 | $648,000 | +38.2% | 6,981 | +20.5% | 0.10% | +11.4% |
| Q1 2020 | $469,000 | -21.6% | 5,794 | +2.6% | 0.09% | -3.3% |
| Q4 2019 | $598,000 | +4.4% | 5,648 | -2.3% | 0.09% | +13.8% |
| Q3 2019 | $573,000 | +14.1% | 5,781 | +11.6% | 0.08% | +14.3% |
| Q2 2019 | $502,000 | -65.1% | 5,178 | -66.0% | 0.07% | -69.2% |
| Q1 2019 | $1,437,000 | +24.4% | 15,247 | +11.5% | 0.23% | +10.2% |
| Q4 2018 | $1,155,000 | +97.8% | 13,672 | +123.2% | 0.21% | +119.1% |
| Q3 2018 | $584,000 | +119.5% | 6,125 | +106.9% | 0.09% | +113.6% |
| Q2 2018 | $266,000 | +15.2% | 2,960 | +13.5% | 0.04% | +10.0% |
| Q1 2018 | $231,000 | – | 2,607 | – | 0.04% | – |
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% |