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 | $19,313,825 | -4.9% | 314,097 | -1.6% | 0.05% | -1.9% |
| Q2 2023 | $20,305,271 | +3.1% | 319,265 | +0.3% | 0.05% | +10.2% |
| Q1 2023 | $19,697,546 | +102523.5% | 318,421 | +2.8% | 0.05% | -3.9% |
| Q4 2022 | $19,194 | -99.9% | 309,824 | -0.4% | 0.05% | 0.0% |
| Q3 2022 | $17,183,000 | +11.2% | 310,942 | +18.9% | 0.05% | +18.6% |
| Q2 2022 | $15,453,000 | -9.1% | 261,483 | +1.1% | 0.04% | +2.4% |
| Q1 2022 | $16,999,000 | -1.9% | 258,653 | -1.5% | 0.04% | +2.4% |
| Q4 2021 | $17,332,000 | +15.7% | 262,459 | +109.0% | 0.04% | +7.9% |
| Q3 2021 | $14,981,000 | +23.4% | 125,584 | +24.5% | 0.04% | +18.8% |
| Q2 2021 | $12,140,000 | +6.7% | 100,893 | +1.7% | 0.03% | 0.0% |
| Q1 2021 | $11,380,000 | +23.0% | 99,238 | +15.3% | 0.03% | +14.3% |
| Q4 2020 | $9,253,000 | +21.2% | 86,080 | +9.4% | 0.03% | +7.7% |
| Q3 2020 | $7,635,000 | +12.1% | 78,679 | +7.3% | 0.03% | 0.0% |
| Q2 2020 | $6,813,000 | +37.3% | 73,347 | +19.6% | 0.03% | +13.0% |
| Q1 2020 | $4,962,000 | -32.4% | 61,315 | -11.6% | 0.02% | -11.5% |
| Q4 2019 | $7,344,000 | +41.8% | 69,329 | +32.6% | 0.03% | +30.0% |
| Q3 2019 | $5,180,000 | +12.6% | 52,280 | +10.1% | 0.02% | +11.1% |
| Q2 2019 | $4,602,000 | +22.4% | 47,489 | +19.0% | 0.02% | -18.2% |
| Q1 2019 | $3,759,000 | +25.2% | 39,893 | +12.2% | 0.02% | +10.0% |
| Q4 2018 | $3,003,000 | +40.1% | 35,558 | +59.0% | 0.02% | +53.8% |
| Q3 2018 | $2,143,000 | +8.9% | 22,364 | +2.0% | 0.01% | 0.0% |
| Q2 2018 | $1,967,000 | +4.9% | 21,916 | +3.4% | 0.01% | 0.0% |
| Q1 2018 | $1,876,000 | -9.8% | 21,195 | -6.1% | 0.01% | -13.3% |
| Q4 2017 | $2,079,000 | +7.4% | 22,565 | +1.2% | 0.02% | 0.0% |
| Q3 2017 | $1,936,000 | +1.2% | 22,291 | -2.0% | 0.02% | 0.0% |
| Q2 2017 | $1,913,000 | -0.8% | 22,757 | -2.1% | 0.02% | -6.2% |
| Q1 2017 | $1,928,000 | -0.2% | 23,252 | -3.8% | 0.02% | -5.9% |
| Q4 2016 | $1,932,000 | +4.9% | 24,177 | +1.0% | 0.02% | +6.2% |
| Q3 2016 | $1,842,000 | +2.3% | 23,931 | +0.7% | 0.02% | -5.9% |
| Q2 2016 | $1,800,000 | -9.4% | 23,765 | -12.2% | 0.02% | -10.5% |
| Q1 2016 | $1,986,000 | +42.5% | 27,058 | +38.1% | 0.02% | +35.7% |
| Q4 2015 | $1,394,000 | +3.9% | 19,596 | -1.7% | 0.01% | 0.0% |
| Q3 2015 | $1,342,000 | -43.0% | 19,936 | -38.6% | 0.01% | -39.1% |
| Q2 2015 | $2,355,000 | – | 32,486 | – | 0.02% | – |
Download | ||||||
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% |