WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 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% | – |
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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% |