WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 143 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $838,000 | -10.6% | 10,485 | -13.9% | 0.03% | -15.6% |
| Q3 2016 | $937,000 | -32.1% | 12,173 | -33.2% | 0.03% | -36.0% |
| Q2 2016 | $1,380,000 | -6.9% | 18,210 | -9.8% | 0.05% | -19.4% |
| Q1 2016 | $1,482,000 | -1.3% | 20,196 | -4.4% | 0.06% | -8.8% |
| Q4 2015 | $1,502,000 | +51.3% | 21,115 | +43.1% | 0.07% | -12.8% |
| Q3 2015 | $993,000 | -30.6% | 14,753 | -25.2% | 0.08% | -23.5% |
| Q2 2015 | $1,430,000 | -68.7% | 19,733 | -68.4% | 0.10% | -68.1% |
| Q1 2015 | $4,570,000 | +351.6% | 62,351 | +356.9% | 0.32% | +190.9% |
| Q4 2014 | $1,012,000 | +1.2% | 13,648 | -2.9% | 0.11% | -9.1% |
| Q3 2014 | $1,000,000 | +1.2% | 14,049 | +0.7% | 0.12% | -8.3% |
| Q2 2014 | $988,000 | -52.5% | 13,948 | -54.7% | 0.13% | -12.6% |
| Q1 2014 | $2,082,000 | +63.6% | 30,772 | +60.8% | 0.15% | -22.2% |
| Q4 2013 | $1,273,000 | -3.2% | 19,132 | -10.9% | 0.19% | -15.7% |
| Q3 2013 | $1,315,000 | -0.2% | 21,477 | -2.5% | 0.23% | -12.9% |
| Q2 2013 | $1,317,000 | – | 22,026 | – | 0.26% | – |
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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% |