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 | $2,714,457 | +1.5% | 44,145 | +4.9% | 0.28% | -17.3% |
| Q2 2023 | $2,675,616 | +2.0% | 42,069 | -0.8% | 0.34% | -22.9% |
| Q1 2023 | $2,624,415 | +2.8% | 42,425 | +3.0% | 0.44% | -6.6% |
| Q4 2022 | $2,552,796 | +13.3% | 41,207 | +1.0% | 0.47% | -15.1% |
| Q3 2022 | $2,254,000 | -1.7% | 40,790 | +5.1% | 0.55% | +8.9% |
| Q2 2022 | $2,294,000 | +1.2% | 38,810 | +12.6% | 0.50% | +8.1% |
| Q1 2022 | $2,266,000 | -0.9% | 34,476 | -0.4% | 0.47% | -4.1% |
| Q4 2021 | $2,286,000 | -11.1% | 34,610 | +60.7% | 0.49% | -25.6% |
| Q3 2021 | $2,570,000 | +9.7% | 21,542 | +10.6% | 0.66% | +2.5% |
| Q2 2021 | $2,343,000 | +7.7% | 19,469 | +2.6% | 0.64% | -34.2% |
| Q1 2021 | $2,176,000 | +12.9% | 18,977 | +5.8% | 0.97% | +3.3% |
| Q4 2020 | $1,927,000 | – | 17,929 | – | 0.94% | – |
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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% |