WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 122 filers reported holding WISDOMTREE TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |