WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 95 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $48,930,000 | +1.0% | 687,515 | +0.5% | 0.04% | -5.3% |
| Q2 2014 | $48,460,000 | +3.1% | 684,402 | -1.5% | 0.04% | -9.5% |
| Q1 2014 | $47,018,000 | +5.8% | 695,015 | +4.1% | 0.04% | 0.0% |
| Q4 2013 | $44,420,000 | +13.3% | 667,573 | +4.3% | 0.04% | +5.0% |
| Q3 2013 | $39,193,000 | -4.1% | 640,308 | -6.3% | 0.04% | -16.7% |
| Q2 2013 | $40,879,000 | – | 683,473 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |