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 | $43,000 | +2.4% | 500 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $42,000 | +2.4% | 500 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $41,000 | +2.5% | 500 | 0.0% | 0.02% | -8.3% |
| Q4 2016 | $40,000 | -35.5% | 500 | -37.5% | 0.02% | -33.3% |
| Q3 2016 | $62,000 | +1.6% | 800 | 0.0% | 0.04% | -7.7% |
| Q2 2016 | $61,000 | +3.4% | 800 | 0.0% | 0.04% | -2.5% |
| Q1 2016 | $59,000 | +3.5% | 800 | 0.0% | 0.04% | +2.6% |
| Q4 2015 | $57,000 | -14.9% | 800 | -20.0% | 0.04% | -15.2% |
| Q3 2015 | $67,000 | -6.9% | 1,000 | 0.0% | 0.05% | +7.0% |
| Q2 2015 | $72,000 | -10.0% | 1,000 | -9.1% | 0.04% | -10.4% |
| Q1 2015 | $80,000 | -1.2% | 1,100 | 0.0% | 0.05% | +2.1% |
| Q4 2014 | $81,000 | +3.8% | 1,100 | 0.0% | 0.05% | 0.0% |
| Q3 2014 | $78,000 | 0.0% | 1,100 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $78,000 | – | 1,100 | – | 0.05% | – |
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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% |