Baker Avenue Asset Management, LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$1,348,000
-41.3%
15,956
-33.7%
0.13%
-29.6%
Q3 2018$2,297,000
+6.3%
24,077
+0.0%
0.19%
+1.1%
Q2 2018$2,161,000
+22.2%
24,076
+20.5%
0.19%
+16.1%
Q1 2018$1,768,000
+46.7%
19,975
+52.7%
0.16%
+38.8%
Q4 2017$1,205,00013,0770.12%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 68,571$8,104,0006.10%
ShoreHaven Wealth Partners, LLC 94,710$10,861,0005.88%
IAG Wealth Partners, LLC 130,910$15,013,0005.72%
WADE G W & INC 730,490$83,773,0004.46%
TOBIAS FINANCIAL ADVISORS, INC. 83,038$9,523,0004.04%
Traverso Chambers Private Wealth Management, LLC 67,250$7,712,0002.60%
Key FInancial Inc 32,994$3,784,0002.49%
MOLLER WEALTH PARTNERS 56,011$6,423,0002.24%
Graves Light Lenhart Wealth, Inc. 105,031$12,045,0002.06%
LAKE STREET PRIVATE WEALTH, LLC 55,490$6,364,0001.76%
View complete list of WISDOMTREE TR shareholders