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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $510,000 | -6.6% | 4,748 | -15.6% | 0.06% | -5.1% |
| Q3 2020 | $546,000 | -12.8% | 5,628 | -16.5% | 0.06% | -13.2% |
| Q2 2020 | $626,000 | -3.4% | 6,743 | +11.3% | 0.07% | +19.3% |
| Q1 2020 | $648,000 | +98.2% | 6,058 | +36.1% | 0.06% | +137.5% |
| Q1 2016 | $327,000 | +47.3% | 4,450 | +42.4% | 0.02% | +41.2% |
| Q4 2015 | $222,000 | – | 3,124 | – | 0.02% | – |
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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% |