CONFLUENCE INVESTMENT MANAGEMENT LLC - WISDOMTREE TR ownership

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
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$802,00010,4190.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Private Vista, LLC 295,027$28,149,0005.76%
RED CEDAR INVESTMENT MANAGEMENT, LLC 201,202$19,197,0005.68%
WADE G W & INC 367,210$35,035,0003.72%
Clearwater Capital Advisors, LLC 146,185$13,948,0002.72%
Live Your Vision, LLC 77,506$7,395,0002.35%
Guidant Wealth Advisors 109,981$5,347,0002.23%
RiverFront Investment Group, LLC 977,654$93,277,0002.20%
PagnatoKarp Partners LLC 68,219$6,509,0001.90%
Vestpro Financial Partners, Inc. dba CPF Texas 38,132$3,638,0001.73%
CX Institutional 53,235$5,079,0001.68%
View complete list of WISDOMTREE TR shareholders