WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 122 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $5,707,000 | -4.8% | 78,733 | -3.8% | 1.60% | -2.9% |
| Q1 2015 | $5,996,000 | -11.0% | 81,803 | -9.9% | 1.65% | -16.0% |
| Q4 2014 | $6,737,000 | +32.2% | 90,841 | +26.8% | 1.96% | +32.5% |
| Q3 2014 | $5,097,000 | +1.7% | 71,614 | +1.2% | 1.48% | +5.5% |
| Q2 2014 | $5,010,000 | +5.2% | 70,753 | +0.5% | 1.40% | -3.1% |
| Q1 2014 | $4,763,000 | +1.6% | 70,400 | -0.1% | 1.45% | -1.4% |
| Q4 2013 | $4,689,000 | +8.0% | 70,475 | -0.6% | 1.47% | -4.9% |
| Q3 2013 | $4,341,000 | +1.9% | 70,925 | -0.4% | 1.54% | -6.4% |
| Q2 2013 | $4,258,000 | – | 71,200 | – | 1.65% | – |
Download | ||||||
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% |