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 | $11,429,173 | -7.9% | 185,088 | -5.1% | 2.06% | -5.7% |
| Q2 2023 | $12,406,986 | +9.0% | 195,078 | +6.1% | 2.18% | +2.7% |
| Q1 2023 | $11,377,717 | +3.8% | 183,927 | +4.0% | 2.12% | -6.4% |
| Q4 2022 | $10,959,630 | +9.6% | 176,911 | -2.2% | 2.27% | -1.3% |
| Q3 2022 | $9,997,000 | -5.7% | 180,913 | +0.8% | 2.30% | +2.8% |
| Q2 2022 | $10,603,000 | -8.1% | 179,400 | +2.1% | 2.23% | +7.8% |
| Q1 2022 | $11,543,000 | +3.5% | 175,632 | +4.0% | 2.07% | +6.0% |
| Q4 2021 | $11,148,000 | +12.3% | 168,812 | +102.8% | 1.96% | -18.9% |
| Q3 2021 | $9,928,000 | +15.6% | 83,230 | +17.1% | 2.41% | +10.3% |
| Q2 2021 | $8,588,000 | +34.9% | 71,055 | +28.1% | 2.19% | +24.3% |
| Q1 2021 | $6,364,000 | +14.4% | 55,490 | +7.2% | 1.76% | +9.5% |
| Q4 2020 | $5,564,000 | +5.1% | 51,758 | -5.1% | 1.61% | -9.6% |
| Q3 2020 | $5,293,000 | +7.6% | 54,549 | +3.0% | 1.78% | -2.5% |
| Q2 2020 | $4,920,000 | +13.6% | 52,977 | -1.0% | 1.82% | -7.6% |
| Q1 2020 | $4,331,000 | -11.6% | 53,509 | +15.6% | 1.97% | +5.1% |
| Q4 2019 | $4,901,000 | +9.8% | 46,271 | +2.7% | 1.88% | -7.6% |
| Q3 2019 | $4,463,000 | – | 45,054 | – | 2.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |