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 | $1,045,084 | -3.3% | 16,996 | 0.0% | 0.49% | -3.9% |
| Q2 2023 | $1,080,436 | +2.8% | 16,996 | 0.0% | 0.51% | -1.9% |
| Q1 2023 | $1,051,373 | -0.1% | 16,996 | 0.0% | 0.52% | -4.6% |
| Q4 2022 | $1,052,902 | +12.1% | 16,996 | 0.0% | 0.54% | +1.7% |
| Q3 2022 | $939,000 | -6.5% | 16,996 | 0.0% | 0.54% | -2.4% |
| Q2 2022 | $1,004,000 | -10.1% | 16,996 | 0.0% | 0.55% | +2.0% |
| Q1 2022 | $1,117,000 | -0.4% | 16,996 | 0.0% | 0.54% | +8.9% |
| Q4 2021 | $1,122,000 | +10.7% | 16,996 | +100.0% | 0.49% | +7.2% |
| Q3 2021 | $1,014,000 | -0.8% | 8,498 | 0.0% | 0.46% | +9.3% |
| Q2 2021 | $1,022,000 | +2.7% | 8,498 | -8.2% | 0.42% | -13.4% |
| Q4 2020 | $995,000 | +9.9% | 9,254 | -0.7% | 0.49% | -12.3% |
| Q3 2020 | $905,000 | +7.7% | 9,321 | +3.1% | 0.55% | -6.1% |
| Q2 2020 | $840,000 | +18.0% | 9,041 | +2.8% | 0.59% | -9.0% |
| Q1 2020 | $712,000 | – | 8,792 | – | 0.65% | – |
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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% |