WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $260,000 | -9.4% | 2,724 | -14.8% | 0.00% | -20.0% |
| Q2 2018 | $287,000 | -16.3% | 3,196 | -17.4% | 0.01% | -16.7% |
| Q1 2018 | $343,000 | -25.4% | 3,871 | -22.5% | 0.01% | -25.0% |
| Q4 2017 | $460,000 | +4.3% | 4,995 | -1.6% | 0.01% | 0.0% |
| Q3 2017 | $441,000 | -31.9% | 5,077 | -34.1% | 0.01% | -38.5% |
| Q2 2017 | $648,000 | -24.4% | 7,704 | -25.5% | 0.01% | -31.6% |
| Q1 2017 | $857,000 | -9.0% | 10,339 | -12.3% | 0.02% | -17.4% |
| Q4 2016 | $942,000 | +17.5% | 11,789 | +13.1% | 0.02% | +9.5% |
| Q3 2016 | $802,000 | – | 10,419 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |