WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 122 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |