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 ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |