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 | $240,180 | -5.6% | 3,906 | -2.4% | 0.06% | -3.5% |
| Q2 2023 | $254,400 | -19.3% | 4,000 | -21.5% | 0.06% | -23.0% |
| Q1 2023 | $315,177 | -28.0% | 5,095 | -28.2% | 0.07% | -51.6% |
| Q4 2022 | $437,823 | -0.3% | 7,096 | -10.7% | 0.15% | -11.0% |
| Q3 2022 | $439,000 | -17.0% | 7,950 | -7.4% | 0.17% | -3.9% |
| Q2 2022 | $529,000 | -11.2% | 8,582 | -5.4% | 0.18% | 0.0% |
| Q1 2022 | $596,000 | -23.6% | 9,070 | -23.3% | 0.18% | -22.2% |
| Q4 2021 | $780,000 | -57.2% | 11,818 | -17.5% | 0.23% | -57.7% |
| Q3 2021 | $1,822,000 | -28.8% | 14,329 | -31.3% | 0.54% | -32.2% |
| Q2 2021 | $2,558,000 | -4.9% | 20,851 | -8.3% | 0.80% | -5.8% |
| Q1 2021 | $2,689,000 | +4.6% | 22,728 | -5.0% | 0.85% | -12.5% |
| Q4 2020 | $2,571,000 | – | 23,915 | – | 0.97% | – |
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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% |