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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $8,712,000 | -5.0% | 100,323 | -8.0% | 0.05% | -10.3% |
| Q2 2017 | $9,170,000 | -3.1% | 109,066 | -4.4% | 0.06% | -7.9% |
| Q1 2017 | $9,462,000 | +0.3% | 114,099 | -3.4% | 0.06% | -10.0% |
| Q4 2016 | $9,434,000 | +4.4% | 118,078 | +0.6% | 0.07% | -2.8% |
| Q3 2016 | $9,040,000 | +3.9% | 117,412 | +2.2% | 0.07% | -1.4% |
| Q2 2016 | $8,701,000 | +2.4% | 114,844 | -0.8% | 0.07% | -3.9% |
| Q1 2016 | $8,497,000 | +9.1% | 115,759 | +5.7% | 0.08% | +2.7% |
| Q4 2015 | $7,791,000 | -24.6% | 109,513 | -28.6% | 0.07% | -32.1% |
| Q3 2015 | $10,329,000 | -13.5% | 153,477 | -6.9% | 0.11% | -8.4% |
| Q2 2015 | $11,946,000 | +25.9% | 164,795 | +27.3% | 0.12% | +21.4% |
| Q1 2015 | $9,488,000 | +0.5% | 129,438 | +1.7% | 0.10% | -7.5% |
| Q4 2014 | $9,442,000 | +12.3% | 127,323 | +7.8% | 0.11% | +3.9% |
| Q3 2014 | $8,405,000 | -6.9% | 118,103 | -7.4% | 0.10% | -7.3% |
| Q2 2014 | $9,027,000 | -2.0% | 127,484 | -6.4% | 0.11% | -13.4% |
| Q1 2014 | $9,211,000 | -11.3% | 136,154 | -12.8% | 0.13% | -15.9% |
| Q4 2013 | $10,384,000 | +8.7% | 156,060 | -0.0% | 0.15% | -2.6% |
| Q3 2013 | $9,553,000 | +5.4% | 156,076 | +3.0% | 0.16% | -3.1% |
| Q2 2013 | $9,060,000 | – | 151,477 | – | 0.16% | – |
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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% |