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 | $833,563 | -3.2% | 13,556 | +0.1% | 0.07% | -4.2% |
| Q2 2023 | $861,088 | +2.9% | 13,539 | +0.1% | 0.07% | -6.6% |
| Q1 2023 | $836,470 | -0.0% | 13,522 | +0.1% | 0.08% | -14.6% |
| Q4 2022 | $836,710 | -17.8% | 13,506 | -26.7% | 0.09% | -30.5% |
| Q3 2022 | $1,018,000 | -6.4% | 18,428 | +0.1% | 0.13% | -24.7% |
| Q2 2022 | $1,088,000 | -8.3% | 18,408 | +1.9% | 0.17% | +20.6% |
| Q1 2022 | $1,187,000 | +0.4% | 18,064 | +0.9% | 0.14% | +34.3% |
| Q4 2021 | $1,182,000 | +9.7% | 17,899 | +98.2% | 0.10% | -3.7% |
| Q3 2021 | $1,077,000 | -0.9% | 9,032 | -0.0% | 0.11% | -2.7% |
| Q2 2021 | $1,087,000 | +1.4% | 9,035 | -3.4% | 0.11% | -13.2% |
| Q1 2021 | $1,072,000 | -6.2% | 9,351 | -12.1% | 0.13% | -15.7% |
| Q4 2020 | $1,143,000 | +12.8% | 10,637 | +1.9% | 0.15% | -1.3% |
| Q3 2020 | $1,013,000 | +0.4% | 10,437 | -3.9% | 0.16% | -17.1% |
| Q2 2020 | $1,009,000 | +16.6% | 10,862 | +1.7% | 0.19% | -20.8% |
| Q1 2020 | $865,000 | -23.0% | 10,684 | +0.8% | 0.24% | -32.2% |
| Q4 2019 | $1,123,000 | -2.5% | 10,599 | -8.9% | 0.35% | -2.8% |
| Q3 2019 | $1,152,000 | +1.3% | 11,629 | -0.9% | 0.36% | +0.3% |
| Q2 2019 | $1,137,000 | +2.5% | 11,729 | -0.3% | 0.36% | -1.9% |
| Q1 2019 | $1,109,000 | +15.9% | 11,769 | +3.9% | 0.36% | +2.2% |
| Q4 2018 | $957,000 | +2.5% | 11,327 | +15.7% | 0.36% | +21.5% |
| Q3 2018 | $934,000 | +41.5% | 9,788 | +33.0% | 0.29% | +49.5% |
| Q2 2018 | $660,000 | +46.0% | 7,358 | +44.1% | 0.20% | +44.1% |
| Q1 2018 | $452,000 | -20.8% | 5,107 | -17.6% | 0.14% | -12.3% |
| Q4 2017 | $571,000 | +6.1% | 6,201 | 0.0% | 0.16% | -5.5% |
| Q3 2017 | $538,000 | +3.3% | 6,201 | +0.0% | 0.16% | 0.0% |
| Q2 2017 | $521,000 | -12.7% | 6,200 | -13.9% | 0.16% | -19.6% |
| Q1 2017 | $597,000 | +8.5% | 7,199 | +4.6% | 0.20% | +6.2% |
| Q4 2016 | $550,000 | +97.8% | 6,883 | +75.1% | 0.19% | -20.3% |
| Q2 2014 | $278,000 | -44.6% | 3,931 | -47.0% | 0.24% | -38.0% |
| Q1 2014 | $502,000 | +1.8% | 7,410 | 0.0% | 0.39% | -23.3% |
| Q4 2013 | $493,000 | – | 7,410 | – | 0.51% | – |
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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% |