WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 100 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $190,000 | +6.7% | 1,798 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $178,000 | +2.3% | 1,798 | 0.0% | 0.01% | +20.0% |
| Q2 2019 | $174,000 | +112.2% | 1,798 | +106.0% | 0.01% | +66.7% |
| Q1 2019 | $82,000 | +10.8% | 873 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $74,000 | -10.8% | 873 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $83,000 | +6.4% | 873 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $78,000 | +1.3% | 873 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $77,000 | -14.4% | 873 | -10.9% | 0.00% | -33.3% |
| Q4 2017 | $90,000 | +309.1% | 980 | +220.3% | 0.00% | +200.0% |
| Q2 2015 | $22,000 | -71.8% | 306 | -71.2% | 0.00% | -66.7% |
| Q1 2015 | $78,000 | -12.4% | 1,063 | -11.8% | 0.00% | 0.0% |
| Q4 2014 | $89,000 | +41.3% | 1,205 | +36.8% | 0.00% | +50.0% |
| Q3 2014 | $63,000 | +23.5% | 881 | +22.4% | 0.00% | 0.0% |
| Q2 2014 | $51,000 | +54.5% | 720 | +47.2% | 0.00% | +100.0% |
| Q1 2014 | $33,000 | – | 489 | – | 0.00% | – |
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% |