WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 122 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $16,704,000 | +83.1% | 225,246 | +75.8% | 0.30% | +74.6% |
| Q3 2014 | $9,121,000 | +0.1% | 128,157 | -0.4% | 0.17% | +3.7% |
| Q2 2014 | $9,111,000 | +60.5% | 128,676 | +53.3% | 0.16% | +49.5% |
| Q1 2014 | $5,678,000 | +11.2% | 83,935 | +9.4% | 0.11% | +29.8% |
| Q4 2013 | $5,106,000 | +48.4% | 76,730 | +36.6% | 0.08% | +29.2% |
| Q3 2013 | $3,440,000 | +1.7% | 56,181 | -0.7% | 0.06% | -9.7% |
| Q2 2013 | $3,384,000 | – | 56,576 | – | 0.07% | – |
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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% |