WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 227 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $14,755,000 | -28.4% | 182,299 | -6.3% | 6.34% | +15.7% |
| Q4 2019 | $20,612,000 | +6.3% | 194,577 | +0.9% | 5.48% | -10.5% |
| Q3 2019 | $19,399,000 | +3.8% | 192,887 | 0.0% | 6.12% | -10.4% |
| Q2 2019 | $18,691,000 | +0.8% | 192,887 | +0.3% | 6.84% | +7.2% |
| Q1 2019 | $18,545,000 | +9.6% | 192,391 | -4.0% | 6.38% | +8.8% |
| Q4 2018 | $16,921,000 | -11.9% | 200,368 | -0.4% | 5.86% | +3.2% |
| Q3 2018 | $19,197,000 | – | 201,202 | – | 5.68% | – |
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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% |