WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 147 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $6,507,000 | -8.8% | 73,539 | -5.0% | 0.35% | -7.4% |
| Q4 2017 | $7,132,000 | -1.8% | 77,423 | -7.5% | 0.38% | +5.0% |
| Q3 2017 | $7,266,000 | +57.0% | 83,667 | +52.0% | 0.36% | -43.9% |
| Q2 2017 | $4,629,000 | +141.5% | 55,050 | +138.1% | 0.64% | +224.2% |
| Q1 2017 | $1,917,000 | -52.5% | 23,121 | -56.6% | 0.20% | -63.2% |
| Q2 2016 | $4,033,000 | -11.0% | 53,232 | -13.8% | 0.54% | -14.6% |
| Q1 2016 | $4,530,000 | -0.1% | 61,721 | -3.1% | 0.63% | -2.3% |
| Q4 2015 | $4,534,000 | +2.9% | 63,710 | -2.8% | 0.64% | +12.8% |
| Q3 2015 | $4,407,000 | +767.5% | 65,568 | +836.2% | 0.57% | +1171.1% |
| Q2 2015 | $508,000 | +65.5% | 7,004 | +67.1% | 0.04% | +32.4% |
| Q1 2015 | $307,000 | -19.0% | 4,192 | -32.3% | 0.03% | -8.1% |
| Q3 2013 | $379,000 | -62.4% | 6,191 | -63.2% | 0.04% | -61.9% |
| Q2 2013 | $1,008,000 | – | 16,842 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |