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 | $221,364 | -3.3% | 3,600 | 0.0% | 0.11% | -2.8% |
| Q2 2023 | $228,960 | +2.8% | 3,600 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $222,696 | -0.1% | 3,600 | 0.0% | 0.11% | +1.9% |
| Q4 2022 | $223,020 | +4.7% | 3,600 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $213,000 | -10.1% | 3,600 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $237,000 | -0.4% | 3,600 | 0.0% | 0.11% | +2.8% |
| Q4 2021 | $238,000 | +10.7% | 3,600 | +100.0% | 0.11% | +3.8% |
| Q3 2021 | $215,000 | -0.9% | 1,800 | 0.0% | 0.10% | +11.7% |
| Q2 2021 | $217,000 | +5.3% | 1,800 | 0.0% | 0.09% | -3.1% |
| Q1 2021 | $206,000 | +6.2% | 1,800 | 0.0% | 0.10% | -3.0% |
| Q4 2020 | $194,000 | +10.9% | 1,800 | 0.0% | 0.10% | -9.1% |
| Q3 2020 | $175,000 | +4.8% | 1,800 | 0.0% | 0.11% | +3.8% |
| Q2 2020 | $167,000 | +14.4% | 1,800 | 0.0% | 0.11% | +2.9% |
| Q1 2020 | $146,000 | -23.6% | 1,800 | 0.0% | 0.10% | -20.8% |
| Q4 2019 | $191,000 | – | 1,800 | – | 0.13% | – |
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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% |