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 | $379,885 | -3.8% | 6,178 | -0.5% | 0.09% | -5.3% |
| Q2 2023 | $394,956 | +2.2% | 6,210 | -0.6% | 0.10% | -5.0% |
| Q1 2023 | $386,316 | -0.1% | 6,245 | 0.0% | 0.10% | -8.3% |
| Q4 2022 | $386,878 | +12.1% | 6,245 | 0.0% | 0.11% | -6.8% |
| Q3 2022 | $345,000 | -6.5% | 6,245 | 0.0% | 0.12% | -6.4% |
| Q2 2022 | $369,000 | -16.3% | 6,245 | -6.9% | 0.12% | -15.0% |
| Q1 2022 | $441,000 | -0.5% | 6,708 | 0.0% | 0.15% | +2.8% |
| Q4 2021 | $443,000 | +10.8% | 6,708 | +100.0% | 0.14% | +2.1% |
| Q3 2021 | $400,000 | -1.0% | 3,354 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $404,000 | +1.8% | 3,354 | -3.2% | 0.14% | 0.0% |
| Q1 2021 | $397,000 | +6.7% | 3,464 | 0.0% | 0.14% | -1.4% |
| Q4 2020 | $372,000 | +10.7% | 3,464 | 0.0% | 0.14% | -6.5% |
| Q3 2020 | $336,000 | +3.7% | 3,464 | -0.7% | 0.15% | +2.0% |
| Q2 2020 | $324,000 | +12.9% | 3,487 | -1.6% | 0.15% | -2.6% |
| Q1 2020 | $287,000 | -36.9% | 3,545 | -17.4% | 0.15% | -24.9% |
| Q4 2019 | $455,000 | +4.1% | 4,291 | -2.8% | 0.20% | -4.7% |
| Q3 2019 | $437,000 | +1.4% | 4,416 | -0.7% | 0.22% | -2.7% |
| Q2 2019 | $431,000 | -11.3% | 4,445 | -13.8% | 0.22% | -13.7% |
| Q1 2019 | $486,000 | +11.7% | 5,154 | 0.0% | 0.26% | -5.5% |
| Q4 2018 | $435,000 | -19.3% | 5,154 | -8.8% | 0.27% | -14.0% |
| Q3 2018 | $539,000 | +6.3% | 5,654 | 0.0% | 0.32% | +15.8% |
| Q2 2018 | $507,000 | -2.1% | 5,654 | -3.4% | 0.27% | -2.2% |
| Q1 2018 | $518,000 | -3.9% | 5,854 | 0.0% | 0.28% | +1.1% |
| Q4 2017 | $539,000 | +4.1% | 5,854 | -1.9% | 0.28% | +0.7% |
| Q3 2017 | $518,000 | -1.9% | 5,970 | -5.0% | 0.27% | -5.9% |
| Q2 2017 | $528,000 | -1.1% | 6,284 | -2.3% | 0.29% | -15.7% |
| Q1 2017 | $534,000 | -99.9% | 6,434 | 0.0% | 0.34% | +18.6% |
| Q4 2016 | $514,076,000 | +4.9% | 6,434 | 0.0% | 0.29% | +4.3% |
| Q3 2016 | $490,142,000 | -5.8% | 6,434 | -6.2% | 0.28% | -6.4% |
| Q2 2016 | $520,118,000 | +102690.1% | 6,859 | 0.0% | 0.30% | +0.3% |
| Q1 2016 | $506,000 | – | 6,859 | – | 0.30% | – |
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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% |