WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 205 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
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% |