WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 209 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.03 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |