WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 19 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $842,000 | -26.1% | 16,960 | -23.5% | 0.39% | -34.0% |
| Q3 2014 | $1,139,000 | -25.9% | 22,173 | -22.9% | 0.59% | -23.7% |
| Q2 2014 | $1,538,000 | +2.9% | 28,743 | -0.7% | 0.78% | -1.4% |
| Q1 2014 | $1,494,000 | +212.6% | 28,960 | +207.8% | 0.79% | +181.1% |
| Q4 2013 | $478,000 | – | 9,410 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |