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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $504,000 | +58.5% | 7,676 | +59.4% | 0.00% | – |
| Q4 2021 | $318,000 | +9.3% | 4,816 | +97.6% | 0.00% | – |
| Q3 2021 | $291,000 | -0.7% | 2,437 | -0.1% | 0.00% | – |
| Q2 2021 | $293,000 | -3.0% | 2,439 | -7.3% | 0.00% | – |
| Q1 2021 | $302,000 | +41.8% | 2,630 | +33.0% | 0.00% | – |
| Q4 2020 | $213,000 | -8.6% | 1,977 | -31.2% | 0.00% | – |
| Q1 2020 | $233,000 | -25.3% | 2,873 | -2.3% | 0.00% | – |
| Q4 2019 | $312,000 | +32.8% | 2,942 | -8.0% | 0.00% | – |
| Q1 2016 | $235,000 | +3.1% | 3,199 | 0.0% | 0.00% | – |
| Q4 2015 | $228,000 | -34.5% | 3,199 | -38.1% | 0.00% | -100.0% |
| Q3 2015 | $348,000 | +50.0% | 5,169 | +61.6% | 0.00% | – |
| Q2 2015 | $232,000 | -18.6% | 3,199 | -17.7% | 0.00% | -100.0% |
| Q1 2015 | $285,000 | -1.0% | 3,888 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $288,000 | +4.7% | 3,888 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $275,000 | -6.1% | 3,888 | -10.2% | 0.00% | 0.0% |
| Q1 2014 | $293,000 | -15.3% | 4,328 | -16.8% | 0.00% | 0.0% |
| Q4 2013 | $346,000 | +21.4% | 5,202 | +11.9% | 0.00% | 0.0% |
| Q3 2013 | $285,000 | -2.4% | 4,648 | -4.8% | 0.00% | 0.0% |
| Q2 2013 | $292,000 | – | 4,883 | – | 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% |