WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 161 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.92 and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |