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 | $56,000 | +30.2% | 520 | +18.2% | 0.01% | 0.0% |
| Q3 2020 | $43,000 | +4.9% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | +412.5% | 440 | +478.9% | 0.01% | +266.7% |
| Q1 2020 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $8,000 | -99.9% | 76 | 0.0% | 0.00% | +50.0% |
| Q1 2018 | $6,638,000 | -3.9% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,910,000 | +6.1% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,514,000 | -79.3% | 76 | -79.7% | 0.00% | -77.8% |
| Q2 2017 | $31,530,000 | +406.9% | 375 | +393.4% | 0.01% | +350.0% |
| Q1 2017 | $6,220,000 | +3.8% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,994,000 | -48.1% | 76 | -81.6% | 0.00% | 0.0% |
| Q3 2016 | $11,552,000 | +103.3% | 414 | +444.7% | 0.00% | 0.0% |
| Q2 2016 | $5,682,000 | +3.2% | 76 | +1.3% | 0.00% | 0.0% |
| Q1 2016 | $5,505,000 | +3.2% | 75 | -1.3% | 0.00% | 0.0% |
| Q4 2015 | $5,336,000 | +5.7% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,048,000 | -7.2% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,438,000 | -1.1% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,498,000 | -1.2% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,562,000 | +4.2% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,338,000 | +0.5% | 76 | +1.3% | 0.00% | 0.0% |
| Q2 2014 | $5,310,000 | +4.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $5,074,000 | +101380.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | – | 75 | – | 0.00% | – |
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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% |