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 | $2,764,619 | -7.8% | 44,961 | -4.6% | 0.01% | +175.0% |
Q2 2023 | $2,997,416 | +2.2% | 47,129 | -0.6% | 0.00% | -93.2% |
Q1 2023 | $2,932,532 | -0.3% | 47,405 | -0.1% | 0.06% | +59.5% |
Q4 2022 | $2,940,636 | +12.2% | 47,468 | +0.1% | 0.04% | +12.1% |
Q3 2022 | $2,621,000 | -8.1% | 47,433 | -1.7% | 0.03% | -5.7% |
Q2 2022 | $2,852,000 | -10.5% | 48,262 | -0.5% | 0.04% | +6.1% |
Q1 2022 | $3,187,000 | -2.5% | 48,491 | -2.1% | 0.03% | +3.1% |
Q4 2021 | $3,270,000 | +25.2% | 49,509 | +126.2% | 0.03% | -8.6% |
Q3 2021 | $2,611,000 | -13.6% | 21,890 | -12.8% | 0.04% | -18.6% |
Q2 2021 | $3,021,000 | +1.9% | 25,104 | -2.9% | 0.04% | -8.5% |
Q1 2021 | $2,966,000 | -10.7% | 25,865 | -16.2% | 0.05% | -13.0% |
Q4 2020 | $3,320,000 | +11.7% | 30,869 | +0.8% | 0.05% | -3.6% |
Q3 2020 | $2,972,000 | -19.0% | 30,626 | -22.5% | 0.06% | -30.0% |
Q2 2020 | $3,669,000 | – | 39,498 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |