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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $262,000 | -31.6% | 3,611 | -30.9% | 0.11% | -26.5% |
| Q1 2015 | $383,000 | -74.6% | 5,229 | -74.3% | 0.16% | -77.9% |
| Q4 2014 | $1,508,000 | +17.7% | 20,334 | +13.3% | 0.70% | +5.1% |
| Q3 2014 | $1,281,000 | -12.1% | 17,951 | -12.7% | 0.67% | -9.5% |
| Q2 2014 | $1,457,000 | +15.4% | 20,571 | +10.2% | 0.74% | +10.5% |
| Q1 2014 | $1,263,000 | -13.7% | 18,669 | -15.1% | 0.67% | -22.2% |
| Q4 2013 | $1,463,000 | 0.0% | 21,988 | -8.0% | 0.86% | -1.3% |
| Q3 2013 | $1,463,000 | +5.9% | 23,904 | +3.6% | 0.87% | +4.1% |
| Q2 2013 | $1,381,000 | – | 23,084 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |