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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $283,009 | -98.2% | 4,575 | -98.2% | 0.01% | -98.3% |
| Q4 2022 | $15,800,285 | +19.7% | 255,049 | +6.8% | 0.84% | +8.1% |
| Q3 2022 | $13,201,000 | -5.7% | 238,914 | +0.8% | 0.78% | -6.3% |
| Q2 2022 | $14,005,000 | +3644.7% | 236,995 | +4053.4% | 0.83% | +4055.0% |
| Q1 2022 | $374,000 | +3.9% | 5,706 | +4.5% | 0.02% | -25.9% |
| Q4 2021 | $360,000 | -4.8% | 5,460 | +72.0% | 0.03% | -12.9% |
| Q3 2021 | $378,000 | -10.2% | 3,175 | -9.3% | 0.03% | -16.2% |
| Q2 2021 | $421,000 | -12.5% | 3,500 | -16.6% | 0.04% | -30.2% |
| Q1 2021 | $481,000 | +2.6% | 4,195 | -3.9% | 0.05% | -5.4% |
| Q4 2020 | $469,000 | -10.5% | 4,365 | -19.2% | 0.06% | -21.1% |
| Q3 2020 | $524,000 | +4.4% | 5,400 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $502,000 | +6.8% | 5,400 | -7.1% | 0.07% | -10.0% |
| Q1 2020 | $470,000 | -28.4% | 5,810 | -6.2% | 0.08% | -20.8% |
| Q4 2019 | $656,000 | +6.8% | 6,195 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $614,000 | -6.4% | 6,195 | -8.5% | 0.10% | -8.9% |
| Q2 2019 | $656,000 | -6.4% | 6,770 | -9.0% | 0.11% | -10.4% |
| Q1 2019 | $701,000 | +1.6% | 7,440 | -8.9% | 0.12% | -10.7% |
| Q4 2018 | $690,000 | – | 8,165 | – | 0.14% | – |
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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% |