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 | $1,061,048 | +7.3% | 17,256 | +10.9% | 0.46% | +6.8% |
| Q2 2023 | $989,301 | +7.8% | 15,555 | +4.8% | 0.43% | -2.5% |
| Q1 2023 | $918,101 | +4.3% | 14,842 | +4.4% | 0.44% | -2.5% |
| Q4 2022 | $880,572 | +12.9% | 14,214 | +0.7% | 0.45% | +3.2% |
| Q3 2022 | $780,000 | -10.4% | 14,122 | -4.2% | 0.43% | -3.8% |
| Q2 2022 | $871,000 | +2.4% | 14,737 | +13.8% | 0.45% | +13.3% |
| Q1 2022 | $851,000 | +12.0% | 12,951 | +12.6% | 0.40% | +13.1% |
| Q4 2021 | $760,000 | +19.7% | 11,504 | +116.0% | 0.35% | +9.3% |
| Q3 2021 | $635,000 | -8.6% | 5,326 | -7.8% | 0.32% | -17.4% |
| Q2 2021 | $695,000 | +5.0% | 5,776 | 0.0% | 0.39% | -5.3% |
| Q1 2021 | $662,000 | +6.8% | 5,776 | +0.2% | 0.41% | -5.9% |
| Q4 2020 | $620,000 | -6.1% | 5,763 | -15.3% | 0.44% | -21.9% |
| Q3 2020 | $660,000 | +3.8% | 6,801 | -0.7% | 0.56% | -6.3% |
| Q2 2020 | $636,000 | -10.0% | 6,852 | -21.6% | 0.60% | -26.4% |
| Q1 2020 | $707,000 | -38.4% | 8,741 | -19.4% | 0.81% | -21.4% |
| Q4 2019 | $1,148,000 | +2.7% | 10,841 | -3.9% | 1.04% | -12.6% |
| Q3 2019 | $1,118,000 | +2.3% | 11,283 | +0.0% | 1.18% | +0.6% |
| Q2 2019 | $1,093,000 | – | 11,280 | – | 1.18% | – |
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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% |