WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 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 ↓ |
|---|---|---|---|
| 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% |