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 ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |