WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 119 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,676,000 | -11.6% | 43,533 | -0.1% | 1.40% | +12.6% |
| Q3 2018 | $4,157,000 | +8.2% | 43,569 | +1.8% | 1.25% | +11.9% |
| Q2 2018 | $3,842,000 | +1.6% | 42,812 | +2.4% | 1.11% | +1.0% |
| Q1 2018 | $3,780,000 | -2.5% | 41,800 | -0.7% | 1.10% | +2.1% |
| Q4 2017 | $3,876,000 | +4.9% | 42,076 | -1.1% | 1.08% | +11.2% |
| Q3 2017 | $3,695,000 | +6.9% | 42,548 | +3.5% | 0.97% | +7.5% |
| Q2 2017 | $3,457,000 | -0.7% | 41,116 | -2.1% | 0.90% | +2.0% |
| Q1 2017 | $3,483,000 | +7.2% | 41,996 | +3.2% | 0.88% | +12.3% |
| Q4 2016 | $3,250,000 | +33.0% | 40,676 | +28.2% | 0.79% | +29.4% |
| Q3 2016 | $2,443,000 | +1.2% | 31,737 | -0.4% | 0.61% | -4.2% |
| Q2 2016 | $2,413,000 | +3.9% | 31,852 | +0.7% | 0.64% | +10.2% |
| Q1 2016 | $2,322,000 | +0.2% | 31,629 | -2.9% | 0.58% | +14.7% |
| Q4 2015 | $2,318,000 | +10.0% | 32,577 | +4.0% | 0.50% | +13.8% |
| Q3 2015 | $2,108,000 | -6.6% | 31,322 | +0.6% | 0.44% | +10.0% |
| Q2 2015 | $2,258,000 | +1.5% | 31,144 | +2.6% | 0.40% | +2.3% |
| Q1 2015 | $2,225,000 | – | 30,358 | – | 0.39% | – |
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% |