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 | $569,766 | -2.1% | 9,266 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $581,813 | +2.4% | 9,148 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $568,370 | -2.5% | 9,188 | -2.4% | 0.00% | -33.3% |
| Q4 2022 | $583,188 | +14.4% | 9,414 | +2.0% | 0.00% | +50.0% |
| Q3 2022 | $510,000 | -3.8% | 9,228 | +2.9% | 0.00% | 0.0% |
| Q2 2022 | $530,000 | -10.0% | 8,968 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $589,000 | +15.3% | 8,968 | +15.9% | 0.00% | 0.0% |
| Q4 2021 | $511,000 | +10.4% | 7,738 | +99.3% | 0.00% | 0.0% |
| Q3 2021 | $463,000 | -0.9% | 3,883 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $467,000 | -1.5% | 3,883 | -6.0% | 0.00% | 0.0% |
| Q1 2021 | $474,000 | -37.1% | 4,133 | -41.0% | 0.00% | -33.3% |
| Q4 2020 | $753,000 | +1.6% | 7,008 | -8.2% | 0.00% | 0.0% |
| Q3 2020 | $741,000 | -49.3% | 7,633 | -51.5% | 0.00% | -57.1% |
| Q2 2020 | $1,461,000 | +13.9% | 15,725 | -0.8% | 0.01% | -12.5% |
| Q1 2020 | $1,283,000 | -24.3% | 15,855 | -0.9% | 0.01% | -11.1% |
| Q4 2019 | $1,695,000 | -0.6% | 16,005 | -7.0% | 0.01% | -10.0% |
| Q3 2019 | $1,705,000 | -3.6% | 17,210 | -5.7% | 0.01% | 0.0% |
| Q2 2019 | $1,768,000 | -20.8% | 18,243 | -23.0% | 0.01% | -28.6% |
| Q1 2019 | $2,231,000 | +7.6% | 23,678 | -3.6% | 0.01% | -6.7% |
| Q4 2018 | $2,074,000 | -9.5% | 24,555 | +2.2% | 0.02% | +7.1% |
| Q3 2018 | $2,292,000 | +4.4% | 24,023 | -1.8% | 0.01% | -6.7% |
| Q2 2018 | $2,195,000 | -3.3% | 24,453 | -4.7% | 0.02% | -6.2% |
| Q1 2018 | $2,270,000 | -5.5% | 25,656 | -1.6% | 0.02% | 0.0% |
| Q4 2017 | $2,403,000 | -9.7% | 26,084 | -14.9% | 0.02% | -20.0% |
| Q3 2017 | $2,662,000 | -14.4% | 30,656 | -17.1% | 0.02% | -13.0% |
| Q2 2017 | $3,109,000 | -15.4% | 36,981 | -16.2% | 0.02% | -23.3% |
| Q1 2017 | $3,676,000 | +13.4% | 44,143 | +8.7% | 0.03% | +3.4% |
| Q4 2016 | $3,243,000 | -5.3% | 40,594 | -8.8% | 0.03% | -3.3% |
| Q3 2016 | $3,425,000 | +73.6% | 44,490 | +70.9% | 0.03% | +66.7% |
| Q2 2016 | $1,973,000 | +108.6% | 26,040 | +101.9% | 0.02% | +100.0% |
| Q1 2016 | $946,000 | +0.9% | 12,896 | -2.3% | 0.01% | 0.0% |
| Q4 2015 | $938,000 | +15.2% | 13,201 | +9.0% | 0.01% | +28.6% |
| Q3 2015 | $814,000 | -29.2% | 12,107 | -23.6% | 0.01% | +250.0% |
| Q2 2015 | $1,149,000 | -2.3% | 15,857 | -1.2% | 0.00% | 0.0% |
| Q1 2015 | $1,176,000 | +2.9% | 16,046 | +4.1% | 0.00% | 0.0% |
| Q4 2014 | $1,143,000 | -3.8% | 15,421 | -7.6% | 0.00% | 0.0% |
| Q3 2014 | $1,188,000 | +13.5% | 16,696 | +12.8% | 0.00% | 0.0% |
| Q2 2014 | $1,047,000 | -9.0% | 14,796 | -13.0% | 0.00% | 0.0% |
| Q1 2014 | $1,150,000 | -6.4% | 17,009 | -7.9% | 0.00% | 0.0% |
| Q4 2013 | $1,228,000 | +2.5% | 18,467 | -5.7% | 0.00% | 0.0% |
| Q3 2013 | $1,198,000 | -18.4% | 19,578 | -20.3% | 0.00% | -33.3% |
| Q2 2013 | $1,469,000 | – | 24,576 | – | 0.00% | – |
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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% |