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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |