WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,300,000 | +9.3% | 60,285 | +3.6% | 0.04% | 0.0% |
| Q3 2019 | $5,764,000 | +2.3% | 58,186 | +0.1% | 0.04% | -2.4% |
| Q2 2019 | $5,636,000 | -1.6% | 58,125 | -4.3% | 0.04% | -6.8% |
| Q1 2019 | $5,727,000 | -6.5% | 60,751 | -16.2% | 0.04% | -20.0% |
| Q4 2018 | $6,128,000 | -6.6% | 72,525 | +5.4% | 0.06% | 0.0% |
| Q3 2018 | $6,564,000 | -7.2% | 68,794 | -13.9% | 0.06% | -16.7% |
| Q2 2018 | $7,071,000 | 0.0% | 79,932 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $7,071,000 | -0.8% | 79,932 | +3.3% | 0.07% | -2.9% |
| Q4 2017 | $7,131,000 | +3.5% | 77,398 | -2.4% | 0.07% | -9.3% |
| Q3 2017 | $6,888,000 | +10.3% | 79,321 | +6.8% | 0.08% | +2.7% |
| Q2 2017 | $6,242,000 | +0.4% | 74,237 | -1.1% | 0.07% | -7.6% |
| Q1 2017 | $6,218,000 | +16.6% | 75,034 | +12.4% | 0.08% | +6.8% |
| Q4 2016 | $5,332,000 | +47.1% | 66,770 | +41.9% | 0.07% | +37.0% |
| Q3 2016 | $3,624,000 | -3.0% | 47,062 | -4.7% | 0.05% | -10.0% |
| Q2 2016 | $3,738,000 | +5.9% | 49,374 | +2.5% | 0.06% | -3.2% |
| Q1 2016 | $3,530,000 | +3.6% | 48,171 | +0.6% | 0.06% | -1.6% |
| Q4 2015 | $3,407,000 | +7.8% | 47,880 | +2.0% | 0.06% | -3.1% |
| Q3 2015 | $3,160,000 | +8.5% | 46,935 | +16.9% | 0.06% | +20.4% |
| Q2 2015 | $2,912,000 | -8.5% | 40,134 | -7.5% | 0.05% | -11.5% |
| Q1 2015 | $3,182,000 | +3.3% | 43,388 | +4.5% | 0.06% | -10.3% |
| Q4 2014 | $3,081,000 | +12.9% | 41,533 | +8.4% | 0.07% | -8.1% |
| Q3 2014 | $2,728,000 | +4.0% | 38,314 | +3.3% | 0.07% | +2.8% |
| Q2 2014 | $2,624,000 | +8.3% | 37,081 | +3.4% | 0.07% | +1.4% |
| Q1 2014 | $2,424,000 | +15.5% | 35,864 | +13.7% | 0.07% | +9.2% |
| Q4 2013 | $2,098,000 | +20.4% | 31,548 | +10.7% | 0.06% | +10.2% |
| Q3 2013 | $1,743,000 | +20.2% | 28,499 | +17.6% | 0.06% | +13.5% |
| Q2 2013 | $1,450,000 | – | 24,241 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |