WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |