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 | $3,826,216 | -11.0% | 62,225 | -7.9% | 0.44% | -4.6% |
| Q2 2023 | $4,298,486 | -40.7% | 67,586 | -42.3% | 0.46% | -34.9% |
| Q1 2023 | $7,245,792 | -0.3% | 117,132 | -0.2% | 0.71% | +0.7% |
| Q4 2022 | $7,270,979 | +14.9% | 117,369 | +2.5% | 0.70% | -7.0% |
| Q3 2022 | $6,329,000 | -6.9% | 114,535 | -0.4% | 0.76% | +12.0% |
| Q2 2022 | $6,797,000 | -99.9% | 115,011 | +0.7% | 0.68% | +9.6% |
| Q1 2022 | $7,503,925,000 | -0.5% | 114,180 | +0.0% | 0.62% | +1.1% |
| Q4 2021 | $7,539,214,000 | +0.7% | 114,161 | +82.0% | 0.61% | -6.3% |
| Q3 2021 | $7,483,099,000 | +186604.1% | 62,730 | +88.3% | 0.65% | +29.0% |
| Q2 2021 | $4,008,000 | -43.2% | 33,311 | -45.9% | 0.50% | -32.6% |
| Q1 2021 | $7,058,000 | +8.9% | 61,543 | +2.1% | 0.75% | -8.9% |
| Q4 2020 | $6,479,000 | +8.8% | 60,267 | +2.6% | 0.82% | +2.6% |
| Q3 2020 | $5,957,000 | +6.7% | 58,714 | -2.3% | 0.80% | -11.6% |
| Q2 2020 | $5,582,000 | +46.6% | 60,100 | +27.8% | 0.90% | +13.1% |
| Q1 2020 | $3,807,000 | -5.0% | 47,040 | +24.0% | 0.80% | +15.9% |
| Q4 2019 | $4,007,000 | +41.3% | 37,935 | +29.6% | 0.69% | -40.2% |
| Q2 2019 | $2,836,000 | -4.9% | 29,266 | -7.5% | 1.15% | +44.4% |
| Q1 2019 | $2,982,000 | -6.8% | 31,654 | -17.1% | 0.80% | +1.7% |
| Q4 2018 | $3,200,000 | -9.3% | 38,170 | +3.3% | 0.79% | +56.6% |
| Q3 2018 | $3,527,000 | +86.7% | 36,967 | +75.6% | 0.50% | -13.0% |
| Q2 2018 | $1,889,000 | +1.0% | 21,047 | -0.4% | 0.58% | -0.7% |
| Q1 2018 | $1,870,000 | -17.4% | 21,136 | -14.0% | 0.58% | +2.5% |
| Q4 2017 | $2,265,000 | +15.6% | 24,584 | +9.0% | 0.57% | -11.8% |
| Q3 2017 | $1,959,000 | +3.4% | 22,556 | +0.1% | 0.64% | -6.9% |
| Q2 2017 | $1,895,000 | +3.9% | 22,534 | +2.5% | 0.69% | -3.2% |
| Q1 2017 | $1,823,000 | +3.1% | 21,986 | -0.7% | 0.71% | -18.5% |
| Q4 2016 | $1,768,000 | -6.3% | 22,134 | -9.7% | 0.88% | -6.6% |
| Q3 2016 | $1,887,000 | +1.1% | 24,512 | -0.5% | 0.94% | -7.9% |
| Q2 2016 | $1,867,000 | +8.4% | 24,640 | +5.0% | 1.02% | -8.5% |
| Q1 2016 | $1,723,000 | +10.7% | 23,468 | +7.3% | 1.11% | +2.2% |
| Q4 2015 | $1,556,000 | +11.5% | 21,876 | +13.7% | 1.09% | +22.2% |
| Q3 2015 | $1,395,000 | -99.9% | 19,242 | -61.2% | 0.89% | -21.7% |
| Q2 2015 | $1,800,441,000 | +85880.9% | 49,624 | +73.7% | 1.14% | -16.2% |
| Q1 2015 | $2,094,000 | -1.6% | 28,570 | -0.4% | 1.36% | +12.5% |
| Q4 2014 | $2,127,000 | – | 28,678 | – | 1.21% | – |
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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% |