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 2020 | $10,000 | +11.1% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 101 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 101 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $11,000 | +10.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 101 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $10,000 | +11.1% | 101 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $10,000 | – | 101 | – | 0.01% | – |
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% |