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 | $19,515,133 | +1.6% | 317,370 | +5.1% | 0.08% | +1.4% |
| Q2 2023 | $19,204,619 | +120790.2% | 301,959 | +17.6% | 0.07% | +8.8% |
| Q1 2023 | $15,886 | +691.5% | 256,815 | +692.6% | 0.07% | +580.0% |
| Q4 2022 | $2,007 | -99.9% | 32,402 | +19.2% | 0.01% | +25.0% |
| Q3 2022 | $1,502,000 | -11.8% | 27,184 | -5.7% | 0.01% | -11.1% |
| Q2 2022 | $1,702,000 | +26.0% | 28,815 | +40.2% | 0.01% | +28.6% |
| Q1 2022 | $1,351,000 | +138.7% | 20,557 | +139.5% | 0.01% | +133.3% |
| Q4 2021 | $566,000 | +24.4% | 8,584 | +124.7% | 0.00% | +50.0% |
| Q3 2021 | $455,000 | +195.5% | 3,820 | +198.2% | 0.00% | +100.0% |
| Q2 2021 | $154,000 | +85.5% | 1,281 | +76.2% | 0.00% | 0.0% |
| Q1 2021 | $83,000 | +10.7% | 727 | +4.3% | 0.00% | 0.0% |
| Q4 2020 | $75,000 | +11.9% | 697 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $67,000 | +3.1% | 697 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $65,000 | -30.9% | 698 | -40.0% | 0.00% | 0.0% |
| Q1 2020 | $94,000 | -43.4% | 1,163 | -25.6% | 0.00% | -50.0% |
| Q4 2019 | $166,000 | – | 1,564 | – | 0.00% | – |
Download | ||||||
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% |