WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 239 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $725,000 | +2.3% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $709,000 | +2.8% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $690,000 | +11.7% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $618,000 | -11.5% | 7,320 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $698,000 | +6.2% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $657,000 | +1.4% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $648,000 | -3.9% | 7,320 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $674,000 | – | 7,320 | – | 0.01% | – |
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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% |