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 | $15,038,620 | -38.0% | 244,570 | -35.9% | 0.00% | -33.3% |
| Q2 2023 | $24,250,479 | -4.5% | 381,297 | -7.1% | 0.00% | 0.0% |
| Q1 2023 | $25,398,644 | +188625.2% | 410,576 | +89.0% | 0.00% | +50.0% |
| Q4 2022 | $13,458 | -99.9% | 217,241 | +19.2% | 0.00% | +100.0% |
| Q3 2022 | $10,070,000 | -31.8% | 182,235 | -27.1% | 0.00% | -50.0% |
| Q2 2022 | $14,776,000 | -8.1% | 250,014 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $16,073,000 | -1.2% | 244,563 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $16,263,000 | +12.6% | 246,264 | +103.3% | 0.00% | 0.0% |
| Q3 2021 | $14,449,000 | +7.3% | 121,130 | +8.2% | 0.00% | 0.0% |
| Q2 2021 | $13,470,000 | -5.0% | 111,954 | -9.5% | 0.00% | 0.0% |
| Q1 2021 | $14,186,000 | +28.5% | 123,701 | +20.5% | 0.00% | 0.0% |
| Q4 2020 | $11,039,000 | +21.0% | 102,681 | +8.3% | 0.00% | 0.0% |
| Q3 2020 | $9,125,000 | +21.9% | 94,818 | +17.7% | 0.00% | +100.0% |
| Q2 2020 | $7,483,000 | +36.0% | 80,561 | +18.5% | 0.00% | 0.0% |
| Q1 2020 | $5,504,000 | -28.8% | 67,998 | -6.8% | 0.00% | 0.0% |
| Q4 2019 | $7,729,000 | +33.4% | 72,959 | +24.8% | 0.00% | 0.0% |
| Q3 2019 | $5,794,000 | -10.2% | 58,483 | -12.7% | 0.00% | 0.0% |
| Q2 2019 | $6,451,000 | +14.8% | 67,014 | +12.3% | 0.00% | 0.0% |
| Q1 2019 | $5,620,000 | -0.8% | 59,649 | -11.1% | 0.00% | 0.0% |
| Q4 2018 | $5,667,000 | +4871.1% | 67,104 | +5524.8% | 0.00% | – |
| Q3 2018 | $114,000 | +1.8% | 1,193 | -4.7% | 0.00% | – |
| Q2 2018 | $112,000 | +0.9% | 1,252 | 0.0% | 0.00% | – |
| Q1 2018 | $111,000 | +8.8% | 1,252 | +12.9% | 0.00% | – |
| Q4 2017 | $102,000 | +50.0% | 1,109 | +41.5% | 0.00% | – |
| Q3 2017 | $68,000 | -26.9% | 784 | -29.3% | 0.00% | – |
| Q2 2017 | $93,000 | +4.5% | 1,109 | +3.0% | 0.00% | – |
| Q1 2017 | $89,000 | -14.4% | 1,077 | -17.3% | 0.00% | – |
| Q4 2016 | $104,000 | +48.6% | 1,302 | +43.2% | 0.00% | – |
| Q3 2016 | $70,000 | +1.4% | 909 | 0.0% | 0.00% | – |
| Q2 2016 | $69,000 | -22.5% | 909 | -24.5% | 0.00% | – |
| Q1 2016 | $89,000 | +217.9% | 1,204 | +209.5% | 0.00% | – |
| Q4 2015 | $28,000 | -94.8% | 389 | -95.1% | 0.00% | – |
| Q1 2014 | $536,000 | -2.5% | 7,930 | -4.1% | 0.00% | – |
| Q4 2013 | $550,000 | +8.3% | 8,270 | -0.4% | 0.00% | – |
| Q3 2013 | $508,000 | +1.8% | 8,301 | -0.5% | 0.00% | – |
| Q2 2013 | $499,000 | – | 8,342 | – | 0.00% | – |
Download | ||||||
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% |