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 | $8,672,477 | -13.4% | 142,593 | -9.5% | 1.18% | -12.9% |
| Q2 2023 | $10,016,337 | -2.3% | 157,490 | -5.0% | 1.35% | -14.7% |
| Q1 2023 | $10,253,510 | -4.7% | 165,753 | -4.5% | 1.59% | -4.1% |
| Q4 2022 | $10,755,180 | +7.5% | 173,611 | -4.1% | 1.65% | -0.9% |
| Q3 2022 | $10,009,000 | -9.3% | 181,123 | -3.0% | 1.67% | -0.9% |
| Q2 2022 | $11,040,000 | -12.5% | 186,809 | -2.7% | 1.68% | -4.3% |
| Q1 2022 | $12,615,000 | -4.1% | 191,948 | -3.7% | 1.76% | -5.9% |
| Q4 2021 | $13,157,000 | +7.9% | 199,232 | +94.9% | 1.87% | -2.8% |
| Q3 2021 | $12,193,000 | -1.7% | 102,215 | -0.8% | 1.92% | -3.2% |
| Q2 2021 | $12,403,000 | +3.0% | 103,087 | -1.9% | 1.99% | -3.6% |
| Q1 2021 | $12,045,000 | +5.0% | 105,031 | -1.6% | 2.06% | -3.5% |
| Q4 2020 | $11,475,000 | +6.6% | 106,748 | -3.7% | 2.14% | -10.2% |
| Q3 2020 | $10,762,000 | +0.4% | 110,903 | -3.9% | 2.38% | -5.2% |
| Q2 2020 | $10,714,000 | +13.3% | 115,351 | -1.3% | 2.51% | -1.5% |
| Q1 2020 | $9,455,000 | -22.9% | 116,821 | +0.9% | 2.55% | -1.1% |
| Q4 2019 | $12,261,000 | +5.7% | 115,748 | +0.3% | 2.58% | +0.7% |
| Q3 2019 | $11,599,000 | +4.4% | 115,358 | +0.6% | 2.56% | -1.6% |
| Q2 2019 | $11,111,000 | +4.7% | 114,661 | +1.8% | 2.60% | -1.0% |
| Q1 2019 | $10,609,000 | +16.4% | 112,603 | +4.3% | 2.62% | -1.8% |
| Q4 2018 | $9,114,000 | – | 107,927 | – | 2.67% | – |
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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% |