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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,298 | +31.1% | 5,241 | +35.6% | 0.03% | +28.6% |
| Q2 2023 | $245,836 | +12.3% | 3,865 | +9.3% | 0.02% | +5.0% |
| Q1 2023 | $218,819 | +1.3% | 3,537 | +1.4% | 0.02% | -9.1% |
| Q4 2022 | $216,064 | -44.3% | 3,487 | -50.2% | 0.02% | 0.0% |
| Q3 2022 | $388,000 | +31.5% | 7,005 | +39.8% | 0.02% | +29.4% |
| Q2 2022 | $295,000 | -6.6% | 5,012 | +4.3% | 0.02% | +13.3% |
| Q1 2022 | $316,000 | +51.2% | 4,807 | +177.7% | 0.02% | -28.6% |
| Q2 2021 | $209,000 | -11.8% | 1,731 | -41.1% | 0.02% | -61.1% |
| Q1 2020 | $237,000 | -14.1% | 2,939 | +12.9% | 0.05% | +28.6% |
| Q4 2019 | $276,000 | +6.6% | 2,603 | 0.0% | 0.04% | -22.2% |
| Q3 2019 | $259,000 | +2.8% | 2,603 | 0.0% | 0.05% | +63.6% |
| Q2 2019 | $252,000 | +18.9% | 2,603 | +16.3% | 0.03% | -29.8% |
| Q1 2019 | $212,000 | – | 2,239 | – | 0.05% | – |
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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% |