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 2020 | $51,000 | +13.3% | 552 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $45,000 | -22.4% | 552 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $58,000 | +5.5% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $55,000 | +3.8% | 552 | 0.0% | 0.01% | +30.0% |
| Q2 2019 | $53,000 | +1.9% | 552 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $52,000 | +10.6% | 552 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $47,000 | -11.3% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $53,000 | +6.0% | 552 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $50,000 | -15.3% | 552 | -17.9% | 0.01% | -25.0% |
| Q1 2018 | $59,000 | -18.1% | 672 | -14.3% | 0.01% | 0.0% |
| Q4 2017 | $72,000 | +5.9% | 784 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $68,000 | +3.0% | 784 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $66,000 | +43.5% | 784 | +42.0% | 0.01% | +50.0% |
| Q1 2017 | $46,000 | +4.5% | 552 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $44,000 | +4.8% | 552 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $42,000 | 0.0% | 552 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $42,000 | -22.2% | 552 | -24.8% | 0.01% | -36.8% |
| Q1 2016 | $54,000 | +80.0% | 734 | +77.7% | 0.02% | +72.7% |
| Q2 2015 | $30,000 | +76.5% | 413 | +78.8% | 0.01% | +57.1% |
| Q1 2015 | $17,000 | – | 231 | – | 0.01% | – |
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% |