WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 147 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.84 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 ↓ |
|---|---|---|---|
| Private Vista, LLC | 295,027 | $28,149,000 | 5.76% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 201,202 | $19,197,000 | 5.68% |
| WADE G W & INC | 367,210 | $35,035,000 | 3.72% |
| Clearwater Capital Advisors, LLC | 146,185 | $13,948,000 | 2.72% |
| Live Your Vision, LLC | 77,506 | $7,395,000 | 2.35% |
| Guidant Wealth Advisors | 109,981 | $5,347,000 | 2.23% |
| RiverFront Investment Group, LLC | 977,654 | $93,277,000 | 2.20% |
| PagnatoKarp Partners LLC | 68,219 | $6,509,000 | 1.90% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 38,132 | $3,638,000 | 1.73% |
| CX Institutional | 53,235 | $5,079,000 | 1.68% |