WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 170 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $426,000 | -13.4% | 5,052 | -1.9% | 0.02% | -10.7% |
| Q3 2018 | $492,000 | +4.9% | 5,152 | -1.4% | 0.03% | +3.7% |
| Q2 2018 | $469,000 | +1.5% | 5,227 | 0.0% | 0.03% | -6.9% |
| Q1 2018 | $462,000 | -22.0% | 5,227 | -18.7% | 0.03% | -19.4% |
| Q4 2017 | $592,000 | +6.1% | 6,427 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $558,000 | -25.2% | 6,427 | -27.6% | 0.04% | -28.6% |
| Q2 2017 | $746,000 | – | 8,873 | – | 0.05% | – |
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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% |