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 | $6,169,142 | -1.5% | 100,327 | +1.9% | 0.41% | -8.3% |
| Q2 2023 | $6,263,048 | +2.2% | 98,475 | -0.6% | 0.44% | -5.9% |
| Q1 2023 | $6,127,833 | -0.8% | 99,059 | -0.7% | 0.47% | -8.3% |
| Q4 2022 | $6,179,465 | +17.6% | 99,749 | +4.9% | 0.52% | -6.9% |
| Q3 2022 | $5,256,000 | -1.9% | 95,110 | +4.9% | 0.55% | +13.8% |
| Q2 2022 | $5,359,000 | -5.8% | 90,668 | +4.7% | 0.49% | +5.2% |
| Q1 2022 | $5,690,000 | +4.2% | 86,586 | +4.7% | 0.46% | +17.6% |
| Q4 2021 | $5,461,000 | +14.4% | 82,695 | +106.7% | 0.39% | -3.7% |
| Q3 2021 | $4,772,000 | +1.3% | 40,005 | +2.2% | 0.41% | -2.2% |
| Q2 2021 | $4,709,000 | +12.6% | 39,134 | +7.3% | 0.42% | -6.1% |
| Q1 2021 | $4,182,000 | +9.8% | 36,465 | +2.9% | 0.44% | -15.4% |
| Q4 2020 | $3,810,000 | +23.3% | 35,437 | +11.3% | 0.52% | -30.3% |
| Q3 2020 | $3,091,000 | +9.5% | 31,851 | +4.8% | 0.75% | -13.0% |
| Q2 2020 | $2,823,000 | +62.6% | 30,391 | +41.7% | 0.87% | -29.6% |
| Q1 2020 | $1,736,000 | +1.6% | 21,450 | +32.9% | 1.23% | +26.9% |
| Q4 2019 | $1,709,000 | – | 16,138 | – | 0.97% | – |
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% |