WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 194 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $278,000 | -2.5% | 3,099 | -4.1% | 0.18% | +5.2% |
| Q1 2018 | $285,000 | -4.0% | 3,231 | 0.0% | 0.17% | +1.2% |
| Q4 2017 | $297,000 | +5.7% | 3,231 | 0.0% | 0.17% | -1.2% |
| Q3 2017 | $281,000 | +3.3% | 3,231 | 0.0% | 0.17% | +1.8% |
| Q2 2017 | $272,000 | -3.5% | 3,231 | -4.8% | 0.17% | -4.5% |
| Q1 2017 | $282,000 | +4.1% | 3,395 | 0.0% | 0.18% | +2.3% |
| Q4 2016 | $271,000 | +3.8% | 3,395 | 0.0% | 0.17% | +9.4% |
| Q3 2016 | $261,000 | +1.6% | 3,395 | 0.0% | 0.16% | 0.0% |
| Q2 2016 | $257,000 | – | 3,395 | – | 0.16% | – |
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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% |