WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 134 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $423,000 | +1.4% | 4,720 | 0.0% | 0.09% | +11.0% |
| Q1 2018 | $417,000 | -4.1% | 4,720 | 0.0% | 0.08% | -2.4% |
| Q4 2017 | $435,000 | -1.8% | 4,720 | -7.5% | 0.08% | -5.6% |
| Q3 2017 | $443,000 | +3.3% | 5,100 | 0.0% | 0.09% | +2.3% |
| Q2 2017 | $429,000 | +1.4% | 5,100 | 0.0% | 0.09% | +4.8% |
| Q1 2017 | $423,000 | +3.9% | 5,100 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $407,000 | +1.8% | 5,100 | -1.9% | 0.08% | +2.5% |
| Q3 2016 | $400,000 | +1.5% | 5,200 | 0.0% | 0.08% | +1.2% |
| Q2 2016 | $394,000 | +3.1% | 5,200 | 0.0% | 0.08% | -15.8% |
| Q1 2016 | $382,000 | +3.2% | 5,200 | 0.0% | 0.10% | +4.4% |
| Q4 2015 | $370,000 | +5.7% | 5,200 | 0.0% | 0.09% | +18.2% |
| Q3 2015 | $350,000 | -7.2% | 5,200 | 0.0% | 0.08% | +1.3% |
| Q2 2015 | $377,000 | -1.0% | 5,200 | 0.0% | 0.08% | +8.6% |
| Q1 2015 | $381,000 | -1.3% | 5,200 | 0.0% | 0.07% | -1.4% |
| Q4 2014 | $386,000 | – | 5,200 | – | 0.07% | – |
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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% |