WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 147 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.84 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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |