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 2019 | $655,000 | +5.5% | 6,181 | -1.4% | 0.28% | -2.8% |
| Q3 2019 | $621,000 | +3.2% | 6,271 | +1.0% | 0.29% | +5.9% |
| Q2 2019 | $602,000 | -1.8% | 6,209 | -4.5% | 0.27% | -6.8% |
| Q1 2019 | $613,000 | +11.7% | 6,504 | +0.1% | 0.29% | -2.3% |
| Q4 2018 | $549,000 | -10.9% | 6,499 | +0.7% | 0.30% | +8.3% |
| Q3 2018 | $616,000 | +6.4% | 6,456 | +0.1% | 0.28% | -1.8% |
| Q2 2018 | $579,000 | +1.6% | 6,450 | +0.1% | 0.28% | 0.0% |
| Q1 2018 | $570,000 | -5.9% | 6,441 | -2.0% | 0.28% | -5.4% |
| Q4 2017 | $606,000 | +0.2% | 6,575 | -5.6% | 0.30% | -5.1% |
| Q3 2017 | $605,000 | -0.8% | 6,967 | -4.0% | 0.31% | -2.8% |
| Q2 2017 | $610,000 | -0.2% | 7,256 | -1.6% | 0.32% | +4.2% |
| Q1 2017 | $611,000 | – | 7,371 | – | 0.31% | – |
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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% |