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 | $1,112,785 | -11.8% | 18,097 | -8.8% | 0.02% | -8.0% |
| Q2 2023 | $1,261,442 | +24.6% | 19,834 | +21.2% | 0.02% | +19.0% |
| Q1 2023 | $1,012,710 | +13.0% | 16,371 | +13.1% | 0.02% | +5.0% |
| Q4 2022 | $896,478 | +16.1% | 14,471 | +3.6% | 0.02% | +11.1% |
| Q3 2022 | $772,000 | -3.9% | 13,970 | +2.8% | 0.02% | +5.9% |
| Q2 2022 | $803,000 | +43.9% | 13,585 | +60.1% | 0.02% | +70.0% |
| Q1 2022 | $558,000 | +31.0% | 8,484 | +31.4% | 0.01% | +42.9% |
| Q4 2021 | $426,000 | +13.0% | 6,457 | +104.2% | 0.01% | 0.0% |
| Q3 2021 | $377,000 | -55.3% | 3,162 | -54.9% | 0.01% | -53.3% |
| Q2 2021 | $844,000 | +19.5% | 7,015 | +13.9% | 0.02% | +7.1% |
| Q1 2021 | $706,000 | +53.1% | 6,157 | +43.7% | 0.01% | +40.0% |
| Q4 2020 | $461,000 | +11.9% | 4,286 | +1.0% | 0.01% | 0.0% |
| Q3 2020 | $412,000 | +34.6% | 4,244 | +28.9% | 0.01% | +25.0% |
| Q2 2020 | $306,000 | -44.1% | 3,292 | -36.2% | 0.01% | -42.9% |
| Q4 2019 | $547,000 | +5.0% | 5,163 | -1.9% | 0.01% | 0.0% |
| Q3 2019 | $521,000 | +107.6% | 5,263 | +103.0% | 0.01% | +100.0% |
| Q2 2019 | $251,000 | -4.9% | 2,593 | -7.5% | 0.01% | 0.0% |
| Q1 2019 | $264,000 | +22.2% | 2,803 | +9.8% | 0.01% | 0.0% |
| Q4 2018 | $216,000 | -23.4% | 2,553 | -13.5% | 0.01% | 0.0% |
| Q3 2018 | $282,000 | +6.4% | 2,953 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $265,000 | -7.3% | 2,953 | -8.7% | 0.01% | 0.0% |
| Q1 2018 | $286,000 | -4.0% | 3,236 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $298,000 | +3.5% | 3,236 | -2.6% | 0.01% | 0.0% |
| Q3 2017 | $288,000 | +3.2% | 3,321 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $279,000 | +14.3% | 3,321 | +12.7% | 0.01% | +14.3% |
| Q1 2017 | $244,000 | +3.8% | 2,946 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $235,000 | -42.7% | 2,946 | -44.7% | 0.01% | -41.7% |
| Q3 2016 | $410,000 | +6.5% | 5,331 | +4.9% | 0.01% | +9.1% |
| Q2 2016 | $385,000 | – | 5,081 | – | 0.01% | – |
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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% |