WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,940,000 | +5.2% | 25,644 | -1.4% | 0.53% | 0.0% |
| Q4 2020 | $2,796,000 | +10.4% | 26,010 | -0.4% | 0.53% | -2.4% |
| Q3 2020 | $2,533,000 | +6.1% | 26,105 | +1.5% | 0.55% | -1.8% |
| Q2 2020 | $2,388,000 | +9.3% | 25,712 | -4.8% | 0.56% | -5.9% |
| Q1 2020 | $2,185,000 | -34.0% | 26,999 | -13.7% | 0.59% | -23.2% |
| Q4 2019 | $3,313,000 | +6.5% | 31,283 | -0.4% | 0.77% | +2.4% |
| Q3 2019 | $3,110,000 | +0.7% | 31,400 | -1.5% | 0.75% | -1.2% |
| Q2 2019 | $3,087,000 | -4.7% | 31,867 | -7.3% | 0.76% | -9.7% |
| Q1 2019 | $3,240,000 | +8.9% | 34,392 | -2.4% | 0.84% | -2.4% |
| Q4 2018 | $2,974,000 | -12.0% | 35,221 | -0.5% | 0.86% | -13.3% |
| Q3 2018 | $3,378,000 | +3.8% | 35,406 | -2.4% | 1.00% | -1.4% |
| Q2 2018 | $3,255,000 | -0.1% | 36,277 | -1.5% | 1.01% | -3.0% |
| Q1 2018 | $3,258,000 | -54.1% | 36,821 | -54.7% | 1.04% | -17.2% |
| Q4 2017 | $7,093,000 | +112.6% | 81,355 | +111.7% | 1.26% | +9.9% |
| Q3 2017 | $3,336,000 | -7.6% | 38,422 | -11.8% | 1.15% | -17.6% |
| Q1 2017 | $3,612,000 | -1.3% | 43,565 | -4.9% | 1.39% | -5.4% |
| Q4 2016 | $3,659,000 | +0.5% | 45,799 | -3.2% | 1.47% | -13.0% |
| Q3 2016 | $3,642,000 | +1.4% | 47,302 | -0.2% | 1.69% | -10.5% |
| Q2 2016 | $3,590,000 | +0.6% | 47,388 | -2.5% | 1.89% | -1.2% |
| Q1 2016 | $3,568,000 | +0.6% | 48,611 | -2.5% | 1.91% | -4.9% |
| Q4 2015 | $3,546,000 | +3.0% | 49,850 | -2.6% | 2.01% | -1.4% |
| Q3 2015 | $3,443,000 | -13.1% | 51,160 | -6.3% | 2.04% | -20.5% |
| Q2 2015 | $3,960,000 | -1.9% | 54,624 | -0.8% | 2.56% | -1.7% |
| Q1 2015 | $4,037,000 | -4.3% | 55,086 | -3.2% | 2.61% | -6.1% |
| Q4 2014 | $4,218,000 | -0.8% | 56,882 | -4.8% | 2.78% | -17.3% |
| Q3 2014 | $4,253,000 | – | 59,770 | – | 3.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |