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 ↓ |
|---|---|---|---|
| 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% |