WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $284,000 | 0.0% | 3,085 | -6.0% | 0.03% | +81.2% |
Q3 2017 | $284,000 | +16.9% | 3,282 | +13.4% | 0.02% | +6.7% |
Q2 2017 | $243,000 | -8.6% | 2,893 | -9.5% | 0.02% | -16.7% |
Q1 2017 | $266,000 | +16.2% | 3,196 | +11.8% | 0.02% | +5.9% |
Q4 2016 | $229,000 | +3.6% | 2,858 | +0.2% | 0.02% | 0.0% |
Q3 2016 | $221,000 | -56.0% | 2,853 | -59.4% | 0.02% | -74.6% |
Q3 2014 | $502,000 | -64.3% | 7,026 | -64.6% | 0.07% | -66.8% |
Q2 2014 | $1,406,000 | – | 19,873 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |