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 | $319,932 | +116663.5% | 5,203 | +20.9% | 0.01% | 0.0% |
| Q2 2023 | $274 | -0.4% | 4,302 | -3.1% | 0.01% | 0.0% |
| Q1 2023 | $275 | -99.9% | 4,439 | +19.2% | 0.01% | +20.0% |
| Q1 2022 | $245,000 | -3.2% | 3,724 | -2.7% | 0.01% | 0.0% |
| Q4 2021 | $253,000 | -27.3% | 3,828 | +31.4% | 0.01% | -28.6% |
| Q3 2021 | $348,000 | -0.9% | 2,914 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $351,000 | +5.1% | 2,914 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $334,000 | +2.5% | 2,914 | -4.1% | 0.01% | 0.0% |
| Q4 2020 | $326,000 | +10.5% | 3,037 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $295,000 | -19.6% | 3,037 | -23.2% | 0.01% | -25.0% |
| Q2 2020 | $367,000 | +14.7% | 3,953 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $320,000 | -24.5% | 3,953 | -1.1% | 0.01% | -6.7% |
| Q4 2019 | $424,000 | +7.1% | 3,998 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $396,000 | +2.3% | 3,998 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $387,000 | +2.7% | 3,998 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $377,000 | +11.5% | 3,998 | 0.0% | 0.02% | -5.9% |
| Q4 2018 | $338,000 | – | 3,998 | – | 0.02% | – |
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% |