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 | $2,711,563 | -8.2% | 44,430 | -4.3% | 0.48% | -5.0% |
| Q2 2023 | $2,953,202 | +1.0% | 46,434 | -1.7% | 0.50% | -4.9% |
| Q1 2023 | $2,923,442 | +7.9% | 47,259 | -3.6% | 0.53% | -14.5% |
| Q3 2022 | $2,709,000 | -4.1% | 49,025 | +2.6% | 0.62% | +8.4% |
| Q2 2022 | $2,825,000 | -11.3% | 47,793 | -1.4% | 0.57% | -4.8% |
| Q1 2022 | $3,185,000 | +2.5% | 48,463 | +3.0% | 0.60% | +56.0% |
| Q4 2021 | $3,108,000 | +11.4% | 47,066 | +101.3% | 0.39% | -31.1% |
| Q3 2021 | $2,790,000 | +11.4% | 23,386 | +12.4% | 0.56% | +11.6% |
| Q2 2021 | $2,504,000 | +13.8% | 20,809 | +8.5% | 0.50% | +3.9% |
| Q1 2021 | $2,200,000 | +12.6% | 19,187 | +5.6% | 0.48% | +2.5% |
| Q4 2020 | $1,953,000 | +8.8% | 18,171 | +1.8% | 0.47% | +4.7% |
| Q3 2020 | $1,795,000 | +9.1% | 17,841 | +0.6% | 0.45% | +3.2% |
| Q2 2020 | $1,646,000 | +24.0% | 17,726 | +8.1% | 0.44% | +6.6% |
| Q1 2020 | $1,327,000 | -3.0% | 16,392 | +26.9% | 0.41% | +13.3% |
| Q4 2019 | $1,368,000 | -1.3% | 12,914 | -9.7% | 0.36% | -15.9% |
| Q3 2019 | $1,386,000 | -1.2% | 14,304 | -1.2% | 0.43% | -5.3% |
| Q2 2019 | $1,403,000 | +2.6% | 14,484 | -0.2% | 0.45% | +0.2% |
| Q1 2019 | $1,368,000 | +3.9% | 14,516 | -1.4% | 0.45% | -2.8% |
| Q4 2018 | $1,317,000 | -7.9% | 14,719 | -1.8% | 0.46% | -2.1% |
| Q3 2018 | $1,430,000 | +2.4% | 14,985 | -3.7% | 0.48% | -7.8% |
| Q2 2018 | $1,396,000 | +1.5% | 15,554 | 0.0% | 0.52% | -3.4% |
| Q1 2018 | $1,376,000 | -4.8% | 15,554 | -0.9% | 0.53% | -14.7% |
| Q4 2017 | $1,445,000 | – | 15,688 | – | 0.62% | – |
Download | ||||||
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% |