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 | $5,777,464 | -4.5% | 93,962 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $6,047,250 | +5.0% | 95,082 | +2.1% | 0.01% | 0.0% |
| Q1 2023 | $5,759,260 | -2.7% | 93,102 | -2.5% | 0.01% | -11.1% |
| Q4 2022 | $5,918,145 | -53.8% | 95,528 | -58.8% | 0.01% | -57.1% |
| Q3 2022 | $12,799,000 | -5.5% | 231,617 | +1.0% | 0.02% | 0.0% |
| Q2 2022 | $13,548,000 | +1.1% | 229,244 | +12.4% | 0.02% | +16.7% |
| Q1 2022 | $13,398,000 | +169.4% | 203,866 | +170.6% | 0.02% | +157.1% |
| Q4 2021 | $4,974,000 | +15.3% | 75,325 | +108.3% | 0.01% | +16.7% |
| Q3 2021 | $4,314,000 | +9.9% | 36,159 | +10.8% | 0.01% | 0.0% |
| Q2 2021 | $3,927,000 | +35.8% | 32,638 | +29.4% | 0.01% | +20.0% |
| Q1 2021 | $2,892,000 | +17.8% | 25,215 | +10.5% | 0.01% | +25.0% |
| Q4 2020 | $2,455,000 | +44.8% | 22,829 | +30.7% | 0.00% | +33.3% |
| Q3 2020 | $1,695,000 | +12.1% | 17,467 | +7.3% | 0.00% | 0.0% |
| Q2 2020 | $1,512,000 | +25.6% | 16,280 | +9.0% | 0.00% | 0.0% |
| Q1 2020 | $1,204,000 | -60.8% | 14,940 | -48.4% | 0.00% | -50.0% |
| Q4 2019 | $3,068,000 | +11.0% | 28,973 | +4.1% | 0.01% | -14.3% |
| Q3 2019 | $2,764,000 | +1.1% | 27,824 | -1.3% | 0.01% | 0.0% |
| Q2 2019 | $2,735,000 | -3.2% | 28,201 | -6.0% | 0.01% | -12.5% |
| Q1 2019 | $2,825,000 | +8.7% | 30,007 | -2.2% | 0.01% | 0.0% |
| Q4 2018 | $2,598,000 | -1.3% | 30,673 | +11.3% | 0.01% | 0.0% |
| Q3 2018 | $2,632,000 | +10.3% | 27,548 | +3.5% | 0.01% | +14.3% |
| Q2 2018 | $2,386,000 | -2.8% | 26,608 | -4.2% | 0.01% | -12.5% |
| Q1 2018 | $2,455,000 | +74.5% | 27,776 | +81.8% | 0.01% | +100.0% |
| Q4 2017 | $1,407,000 | +6.5% | 15,276 | +0.5% | 0.00% | -20.0% |
| Q3 2017 | $1,321,000 | +3.9% | 15,204 | +0.1% | 0.01% | 0.0% |
| Q2 2017 | $1,272,000 | +3.8% | 15,194 | +2.7% | 0.01% | 0.0% |
| Q1 2017 | $1,226,000 | -10.1% | 14,791 | -13.3% | 0.01% | -16.7% |
| Q4 2016 | $1,363,000 | +39.4% | 17,062 | +34.3% | 0.01% | +50.0% |
| Q3 2016 | $978,000 | +7.1% | 12,705 | +5.5% | 0.00% | 0.0% |
| Q2 2016 | $913,000 | +44.9% | 12,046 | +40.5% | 0.00% | +33.3% |
| Q1 2016 | $630,000 | -9.0% | 8,574 | -11.9% | 0.00% | -25.0% |
| Q4 2015 | $692,000 | +16.7% | 9,734 | +10.5% | 0.00% | +33.3% |
| Q3 2015 | $593,000 | -52.7% | 8,812 | -49.1% | 0.00% | 0.0% |
| Q2 2015 | $1,254,000 | +191.0% | 17,308 | +194.6% | 0.00% | +50.0% |
| Q1 2015 | $431,000 | -1.1% | 5,876 | +0.0% | 0.00% | 0.0% |
| Q4 2014 | $436,000 | +4.3% | 5,875 | +0.0% | 0.00% | -50.0% |
| Q3 2014 | $418,000 | -9.1% | 5,874 | -9.6% | 0.00% | 0.0% |
| Q2 2014 | $460,000 | +15.9% | 6,501 | +10.7% | 0.00% | 0.0% |
| Q1 2014 | $397,000 | – | 5,872 | – | 0.00% | – |
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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% |