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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $414,972 | +12.8% | 6,698 | +0.6% | 0.26% | +4.4% |
| Q3 2022 | $368,000 | -4.7% | 6,659 | +1.9% | 0.25% | +1.2% |
| Q2 2022 | $386,000 | -7.0% | 6,536 | +3.6% | 0.24% | +15.0% |
| Q1 2022 | $415,000 | +6.4% | 6,308 | +6.7% | 0.21% | +12.7% |
| Q4 2021 | $390,000 | +4.6% | 5,910 | +88.9% | 0.19% | 0.0% |
| Q3 2021 | $373,000 | +38.7% | 3,128 | +39.8% | 0.19% | +54.9% |
| Q2 2021 | $269,000 | +5.5% | 2,238 | +0.5% | 0.12% | -4.7% |
| Q1 2021 | $255,000 | +7.1% | 2,226 | +0.5% | 0.13% | -12.9% |
| Q4 2020 | $238,000 | – | 2,215 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |