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 | $225,176 | -3.3% | 3,662 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $232,903 | +2.8% | 3,662 | 0.0% | 0.11% | -1.7% |
| Q1 2023 | $226,531 | -0.1% | 3,662 | 0.0% | 0.12% | -1.7% |
| Q4 2022 | $226,861 | +6.5% | 3,662 | -5.2% | 0.12% | -2.5% |
| Q3 2022 | $213,000 | -7.8% | 3,862 | 0.0% | 0.12% | -3.2% |
| Q2 2022 | $231,000 | -9.1% | 3,862 | 0.0% | 0.12% | +1.6% |
| Q1 2022 | $254,000 | -0.4% | 3,862 | 0.0% | 0.12% | +1.7% |
| Q4 2021 | $255,000 | -9.3% | 3,862 | +64.1% | 0.12% | -20.9% |
| Q3 2021 | $281,000 | -4.7% | 2,353 | -4.1% | 0.15% | -0.6% |
| Q2 2021 | $295,000 | +5.0% | 2,453 | 0.0% | 0.15% | -2.5% |
| Q1 2021 | $281,000 | -11.4% | 2,453 | -16.8% | 0.16% | -19.4% |
| Q4 2020 | $317,000 | – | 2,949 | – | 0.20% | – |
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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% |