Carnegie Capital Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$216,000
+4.9%
1,7990.0%0.01%
-11.1%
Q1 2021$206,000
-28.2%
1,799
-43.3%
0.01%
-62.5%
Q1 2018$287,000
-1.4%
3,171
-1.2%
0.02%
-7.7%
Q4 2017$291,000
+15.9%
3,208
+13.6%
0.03%
-10.3%
Q3 2017$251,0002,8240.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
IAG Wealth Partners, LLC 382,803$23,538,5776.56%
FIDELIS iM, LLC 166,596$10,2446.00%
WADE G W & INC 2,083,938$128,1414.77%
Hibernia Wealth Partners, LLC 90,941$5,591,9694.33%
Traverso Chambers Private Wealth Management, LLC 249,510$15,342,3944.10%
Advisors Preferred, LLC 197,292$12,040,7313.91%
Revolve Wealth Partners, LLC 225,469$13,864,0603.19%
H&H Retirement Design & Management INC 72,720$4,478,1143.10%
Meridian Financial Partners LLC 41,403$2,5332.59%
Strategic Family Wealth Counselors, L.L.C. 84,723$5,209,6342.50%
View complete list of WISDOMTREE TR shareholders