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 | $3,169,818 | -3.3% | 51,550 | 0.0% | 0.08% | -81.8% |
| Q2 2023 | $3,278,588 | +2.8% | 51,550 | 0.0% | 0.43% | -5.9% |
| Q1 2023 | $3,188,891 | -0.1% | 51,550 | 0.0% | 0.46% | -6.5% |
| Q4 2022 | $3,193,530 | +12.1% | 51,550 | 0.0% | 0.49% | +4.9% |
| Q3 2022 | $2,849,000 | -6.5% | 51,550 | 0.0% | 0.47% | -3.1% |
| Q2 2022 | $3,047,000 | -54.7% | 51,550 | -49.5% | 0.48% | -45.1% |
| Q1 2022 | $6,726,000 | +101.5% | 102,100 | +102.0% | 0.88% | +102.5% |
| Q4 2021 | $3,338,000 | +10.7% | 50,550 | +100.0% | 0.44% | +0.2% |
| Q3 2021 | $3,015,000 | -1.0% | 25,275 | -0.2% | 0.44% | -0.5% |
| Q2 2021 | $3,046,000 | +4.9% | 25,316 | +0.0% | 0.44% | -5.6% |
| Q1 2021 | $2,903,000 | -11.6% | 25,315 | -17.1% | 0.46% | -1.5% |
| Q4 2020 | $3,283,000 | -19.7% | 30,541 | -27.5% | 0.47% | -30.4% |
| Q3 2020 | $4,086,000 | +5.1% | 42,107 | +0.6% | 0.68% | -0.9% |
| Q2 2020 | $3,889,000 | +15.3% | 41,873 | +0.5% | 0.68% | +3.5% |
| Q1 2020 | $3,373,000 | -23.0% | 41,679 | +0.8% | 0.66% | -13.2% |
| Q4 2019 | $4,378,000 | +76.0% | 41,329 | +64.6% | 0.76% | +43.3% |
| Q3 2019 | $2,487,000 | +2.9% | 25,105 | +0.7% | 0.53% | +1.0% |
| Q2 2019 | $2,416,000 | +3.2% | 24,931 | +0.4% | 0.52% | -0.2% |
| Q1 2019 | $2,340,000 | +11.6% | 24,834 | 0.0% | 0.52% | -33.2% |
| Q4 2018 | $2,097,000 | -11.1% | 24,834 | +0.4% | 0.79% | +5.6% |
| Q3 2018 | $2,360,000 | +6.6% | 24,735 | +0.3% | 0.74% | -1.1% |
| Q2 2018 | $2,213,000 | +1.9% | 24,658 | +0.4% | 0.75% | -4.0% |
| Q1 2018 | $2,172,000 | -3.2% | 24,548 | +0.8% | 0.78% | -7.9% |
| Q4 2017 | $2,244,000 | +6.6% | 24,357 | +0.4% | 0.85% | -1.7% |
| Q3 2017 | $2,106,000 | +3.8% | 24,252 | +0.5% | 0.86% | -3.7% |
| Q2 2017 | $2,028,000 | +1.8% | 24,120 | +0.4% | 0.90% | -6.1% |
| Q1 2017 | $1,993,000 | +4.1% | 24,033 | +0.3% | 0.96% | -6.5% |
| Q4 2016 | $1,915,000 | – | 23,964 | – | 1.02% | – |
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% |