WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 189 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |