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 ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |