WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 93 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $46,000 | +7.0% | 625 | 0.0% | 0.03% | +6.7% |
| Q4 2015 | $43,000 | +2.4% | 625 | 0.0% | 0.03% | +7.1% |
| Q3 2015 | $42,000 | -6.7% | 625 | 0.0% | 0.03% | -3.4% |
| Q2 2015 | $45,000 | -4.3% | 625 | 0.0% | 0.03% | -6.5% |
| Q1 2015 | $47,000 | +2.2% | 625 | – | 0.03% | 0.0% |
| Q4 2014 | $46,000 | 0.0% | 0 | -100.0% | 0.03% | +3.3% |
| Q3 2014 | $46,000 | -39.5% | 625 | -42.1% | 0.03% | -34.8% |
| Q2 2014 | $76,000 | +2.7% | 1,080 | 0.0% | 0.05% | -11.5% |
| Q1 2014 | $74,000 | +7.2% | 1,080 | 0.0% | 0.05% | +13.0% |
| Q4 2013 | $69,000 | +4.5% | 1,080 | 0.0% | 0.05% | -19.3% |
| Q3 2013 | $66,000 | – | 1,080 | – | 0.06% | – |
Download | ||||||
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% |