WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 152 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,786,000 | +4.4% | 18,409 | 0.0% | 0.60% | -3.2% |
| Q2 2020 | $1,710,000 | +14.8% | 18,409 | 0.0% | 0.62% | -9.6% |
| Q1 2020 | $1,490,000 | -23.6% | 18,409 | 0.0% | 0.69% | -11.1% |
| Q4 2019 | $1,950,000 | +1.6% | 18,409 | -5.0% | 0.78% | -14.5% |
| Q3 2019 | $1,919,000 | +2.2% | 19,375 | 0.0% | 0.91% | +4.7% |
| Q2 2019 | $1,877,000 | +2.8% | 19,375 | 0.0% | 0.87% | +2.4% |
| Q1 2019 | $1,826,000 | +11.6% | 19,375 | 0.0% | 0.85% | +5.1% |
| Q4 2018 | $1,636,000 | -9.5% | 19,375 | +2.2% | 0.81% | -15.1% |
| Q3 2018 | $1,808,000 | +6.7% | 18,950 | +0.3% | 0.95% | +9.7% |
| Q2 2018 | $1,695,000 | +1.4% | 18,890 | 0.0% | 0.87% | -2.4% |
| Q1 2018 | $1,672,000 | -3.9% | 18,890 | 0.0% | 0.89% | +2.5% |
| Q4 2017 | $1,740,000 | +6.1% | 18,890 | 0.0% | 0.87% | +1.5% |
| Q3 2017 | $1,640,000 | +3.3% | 18,890 | 0.0% | 0.85% | +5.7% |
| Q2 2017 | $1,588,000 | +1.1% | 18,890 | -0.3% | 0.81% | -22.3% |
| Q1 2017 | $1,571,000 | +2.3% | 18,943 | -1.4% | 1.04% | -18.2% |
| Q4 2016 | $1,535,000 | +2.5% | 19,208 | -1.2% | 1.27% | -4.1% |
| Q3 2016 | $1,498,000 | -99.9% | 19,451 | 0.0% | 1.32% | -21.8% |
| Q2 2016 | $1,474,000,000 | 0.0% | 19,451 | -3.1% | 1.69% | +2.1% |
| Q1 2016 | $1,474,000,000 | +0.5% | 20,076 | -2.7% | 1.66% | +14.2% |
| Q4 2015 | $1,467,000,000 | +5.7% | 20,626 | 0.0% | 1.45% | -9.1% |
| Q3 2015 | $1,388,000,000 | -8.2% | 20,626 | 0.0% | 1.60% | +14.6% |
| Q1 2015 | $1,512,000,000 | -1.2% | 20,626 | 0.0% | 1.39% | -18.8% |
| Q4 2014 | $1,530,000,000 | +3.7% | 20,626 | -0.6% | 1.72% | -0.2% |
| Q3 2014 | $1,476,000,000 | +0.1% | 20,743 | -0.4% | 1.72% | +0.7% |
| Q2 2014 | $1,475,000,000 | – | 20,828 | – | 1.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |