WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 100 filers reported holding WISDOMTREE TR in Q3 2014. 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 ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |