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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283,405 | -2.2% | 4,456 | -4.9% | 0.02% | -8.3% |
| Q1 2023 | $289,816 | +0.3% | 4,685 | +0.5% | 0.02% | -14.3% |
| Q4 2022 | $288,811 | +11.9% | 4,662 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $258,000 | -6.5% | 4,662 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $276,000 | -9.8% | 4,662 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $306,000 | -1.6% | 4,662 | -1.1% | 0.03% | 0.0% |
| Q4 2021 | $311,000 | +10.3% | 4,712 | +99.2% | 0.03% | 0.0% |
| Q3 2021 | $282,000 | -1.4% | 2,365 | -0.5% | 0.03% | -6.1% |
| Q2 2021 | $286,000 | +4.8% | 2,377 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $273,000 | +6.6% | 2,377 | 0.0% | 0.04% | -18.6% |
| Q4 2020 | $256,000 | +8.9% | 2,377 | 0.0% | 0.04% | -4.4% |
| Q3 2020 | $235,000 | -4.9% | 2,377 | -9.8% | 0.04% | -19.6% |
| Q2 2020 | $247,000 | +19.3% | 2,635 | +11.7% | 0.06% | 0.0% |
| Q1 2020 | $207,000 | – | 2,360 | – | 0.06% | – |
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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% |