WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 170 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |