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 | $512,888 | -3.3% | 8,341 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $530,488 | -5.2% | 8,341 | -7.8% | 0.02% | -10.0% |
| Q1 2023 | $559,391 | -2.0% | 9,043 | -1.7% | 0.02% | -28.6% |
| Q4 2022 | $570,664 | +21.4% | 9,202 | +8.2% | 0.03% | +3.7% |
| Q3 2022 | $470,000 | -6.6% | 8,504 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $503,000 | -10.0% | 8,504 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $559,000 | -0.5% | 8,504 | 0.0% | 0.03% | +3.7% |
| Q4 2021 | $562,000 | +10.8% | 8,504 | +100.0% | 0.03% | 0.0% |
| Q3 2021 | $507,000 | -18.9% | 4,252 | -18.2% | 0.03% | -20.6% |
| Q2 2021 | $625,000 | +4.9% | 5,195 | 0.0% | 0.03% | -10.5% |
| Q1 2021 | $596,000 | +6.6% | 5,195 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $559,000 | +10.9% | 5,195 | 0.0% | 0.04% | -4.8% |
| Q3 2020 | $504,000 | +4.3% | 5,195 | 0.0% | 0.04% | -10.6% |
| Q2 2020 | $483,000 | +15.0% | 5,195 | 0.0% | 0.05% | -9.6% |
| Q1 2020 | $420,000 | -23.6% | 5,195 | 0.0% | 0.05% | -5.5% |
| Q4 2019 | $550,000 | +6.8% | 5,195 | 0.0% | 0.06% | -8.3% |
| Q3 2019 | $515,000 | +2.4% | 5,195 | 0.0% | 0.06% | +1.7% |
| Q2 2019 | $503,000 | +2.9% | 5,195 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $489,000 | +11.4% | 5,195 | 0.0% | 0.06% | -4.8% |
| Q4 2018 | $439,000 | -11.5% | 5,195 | 0.0% | 0.06% | -3.1% |
| Q3 2018 | $496,000 | +6.4% | 5,195 | 0.0% | 0.06% | +4.8% |
| Q2 2018 | $466,000 | +1.3% | 5,195 | 0.0% | 0.06% | +12.7% |
| Q1 2018 | $460,000 | -4.0% | 5,195 | 0.0% | 0.06% | -5.2% |
| Q4 2017 | $479,000 | +6.2% | 5,195 | 0.0% | 0.06% | -1.7% |
| Q3 2017 | $451,000 | +3.2% | 5,195 | 0.0% | 0.06% | -4.8% |
| Q2 2017 | $437,000 | +1.4% | 5,195 | 0.0% | 0.06% | -1.6% |
| Q1 2017 | $431,000 | -0.2% | 5,195 | -4.0% | 0.06% | -8.7% |
| Q4 2016 | $432,000 | +8.0% | 5,410 | +4.1% | 0.07% | -1.4% |
| Q3 2016 | $400,000 | +1.5% | 5,195 | 0.0% | 0.07% | -7.9% |
| Q2 2016 | $394,000 | +3.4% | 5,195 | 0.0% | 0.08% | -1.3% |
| Q1 2016 | $381,000 | +3.0% | 5,195 | 0.0% | 0.08% | -11.5% |
| Q4 2015 | $370,000 | +5.7% | 5,195 | 0.0% | 0.09% | -5.4% |
| Q3 2015 | $350,000 | -7.2% | 5,195 | 0.0% | 0.09% | -2.1% |
| Q2 2015 | $377,000 | -1.0% | 5,195 | 0.0% | 0.09% | -3.1% |
| Q1 2015 | $381,000 | -11.0% | 5,195 | -10.1% | 0.10% | -15.7% |
| Q4 2014 | $428,000 | +15.7% | 5,777 | +11.2% | 0.12% | +6.5% |
| Q3 2014 | $370,000 | +0.5% | 5,195 | 0.0% | 0.11% | +3.8% |
| Q2 2014 | $368,000 | +4.8% | 5,195 | 0.0% | 0.10% | +1.0% |
| Q1 2014 | $351,000 | – | 5,195 | – | 0.10% | – |
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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% |