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 | $207,032 | -2.9% | 3,367 | +0.5% | 0.02% | -20.0% |
| Q2 2023 | $213,126 | +3.4% | 3,351 | +0.6% | 0.02% | +53.8% |
| Q1 2023 | $206,084 | -0.1% | 3,331 | 0.0% | 0.01% | -38.1% |
| Q4 2022 | $206,351 | -39.1% | 3,331 | -35.5% | 0.02% | -41.7% |
| Q1 2022 | $339,000 | -1.7% | 5,164 | -1.1% | 0.04% | 0.0% |
| Q4 2021 | $345,000 | +4.5% | 5,220 | +99.3% | 0.04% | -14.3% |
| Q3 2021 | $330,000 | -29.8% | 2,619 | -32.9% | 0.04% | -36.4% |
| Q2 2021 | $470,000 | +64.9% | 3,902 | +56.9% | 0.07% | +34.7% |
| Q1 2021 | $285,000 | +16.8% | 2,487 | +9.8% | 0.05% | -2.0% |
| Q4 2020 | $244,000 | +1.7% | 2,265 | -12.5% | 0.05% | -19.4% |
| Q2 2020 | $240,000 | +4.8% | 2,589 | -8.8% | 0.06% | -20.5% |
| Q1 2020 | $229,000 | -51.9% | 2,839 | -36.9% | 0.08% | -37.1% |
| Q4 2019 | $476,000 | +76.3% | 4,497 | +64.7% | 0.12% | +59.0% |
| Q3 2019 | $270,000 | +172.7% | 2,730 | +131.7% | 0.08% | +85.7% |
| Q4 2018 | $99,000 | +12.5% | 1,178 | +17.9% | 0.04% | +2.4% |
| Q1 2018 | $88,000 | -4.3% | 999 | -0.1% | 0.04% | -4.7% |
| Q4 2017 | $92,000 | – | 1,000 | – | 0.04% | – |
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% |