WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $6,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | -14.3% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 58 | +1.8% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 57 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | – | 56 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |