SECURITY NATIONAL TRUST CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 150 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 12.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
SECURITY NATIONAL TRUST CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$48,0000.0%4000.0%0.01%0.0%
Q2 2021$48,000
+4.3%
4000.0%0.01%0.0%
Q1 2021$46,000
-11.5%
400
-17.0%
0.01%
-15.4%
Q4 2020$52,000
+1200.0%
482
+1075.6%
0.01%
+1200.0%
Q3 2020$4,000
-89.5%
41
-89.8%
0.00%
-91.7%
Q3 2018$38,000
+5.6%
4000.0%0.01%0.0%
Q2 2018$36,000
+2.9%
4000.0%0.01%0.0%
Q1 2018$35,000
-5.4%
4000.0%0.01%0.0%
Q4 2017$37,000
+5.7%
4000.0%0.01%0.0%
Q3 2017$35,000
+2.9%
4000.0%0.01%
+9.1%
Q2 2017$34,000
+3.0%
4000.0%0.01%0.0%
Q1 2017$33,000
+3.1%
4000.0%0.01%0.0%
Q4 2016$32,000
+3.2%
4000.0%0.01%0.0%
Q3 2016$31,000
+3.3%
4000.0%0.01%0.0%
Q2 2016$30,000
+3.4%
4000.0%0.01%0.0%
Q1 2016$29,000
+3.6%
4000.0%0.01%0.0%
Q4 2015$28,000
+3.7%
4000.0%0.01%0.0%
Q3 2015$27,000
-6.9%
4000.0%0.01%
+10.0%
Q2 2015$29,0000.0%4000.0%0.01%0.0%
Q1 2015$29,000
-3.3%
4000.0%0.01%
-9.1%
Q4 2014$30,000
+7.1%
4000.0%0.01%0.0%
Q3 2014$28,0000.0%4000.0%0.01%0.0%
Q2 2014$28,0004000.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Private Vista, LLC 392,887$34,767,00010.15%
Delta Dental Plan of Michigan, Inc. 204,081$18,059,0005.59%
WADE G W & INC 355,606$31,468,0003.64%
Clearwater Capital Advisors, LLC 144,859$12,819,0002.65%
PagnatoKarp Partners LLC 66,088$5,848,128,0002.47%
Live Your Vision, LLC 73,481$6,585,0002.23%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 303,719$26,876,0002.16%
Oak Point Wealth Management 24,170$2,095,0002.14%
RiverFront Investment Group, LLC 1,015,342$89,847,0002.10%
Vestpro Financial Partners, Inc. dba CPF Texas 39,247$3,473,0001.78%
View complete list of WISDOMTREE TR shareholders