WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 100 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $974,000 | -63.4% | 11,751 | -64.6% | 0.07% | -64.3% |
| Q4 2016 | $2,660,000 | +11.6% | 33,160 | +5.0% | 0.21% | +9.5% |
| Q3 2016 | $2,384,000 | -4.4% | 31,576 | -2.6% | 0.19% | -2.1% |
| Q2 2016 | $2,494,000 | +0.2% | 32,403 | -4.5% | 0.19% | -10.6% |
| Q1 2016 | $2,489,000 | +7.2% | 33,924 | -1.5% | 0.22% | +13.7% |
| Q4 2015 | $2,321,000 | -3.5% | 34,453 | +4.9% | 0.19% | -14.0% |
| Q3 2015 | $2,406,000 | +6.0% | 32,830 | +4.9% | 0.22% | +8.3% |
| Q2 2015 | $2,269,000 | +5.8% | 31,295 | +8.5% | 0.20% | +6.8% |
| Q1 2015 | $2,144,000 | -99.9% | 28,846 | -9.0% | 0.19% | +16.5% |
| Q4 2014 | $2,319,562,000 | +103221.2% | 31,688 | +0.2% | 0.16% | -4.1% |
| Q3 2014 | $2,245,000 | -4.6% | 31,624 | -4.8% | 0.17% | -7.6% |
| Q2 2014 | $2,353,000 | +4.5% | 33,230 | +0.6% | 0.18% | -4.6% |
| Q1 2014 | $2,251,000 | -0.1% | 33,044 | -2.3% | 0.19% | -3.5% |
| Q4 2013 | $2,253,000 | +11.6% | 33,814 | +3.2% | 0.20% | +2.6% |
| Q3 2013 | $2,019,000 | +6.4% | 32,778 | +3.3% | 0.20% | -16.6% |
| Q2 2013 | $1,898,000 | – | 31,726 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |