WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 99 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $56,000 | +30.2% | 520 | +18.2% | 0.01% | 0.0% |
| Q3 2020 | $43,000 | +4.9% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | +412.5% | 440 | +478.9% | 0.01% | +266.7% |
| Q1 2020 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $8,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $8,000 | -99.9% | 76 | 0.0% | 0.00% | +50.0% |
| Q1 2018 | $6,638,000 | -3.9% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,910,000 | +6.1% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,514,000 | -79.3% | 76 | -79.7% | 0.00% | -77.8% |
| Q2 2017 | $31,530,000 | +406.9% | 375 | +393.4% | 0.01% | +350.0% |
| Q1 2017 | $6,220,000 | +3.8% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,994,000 | -48.1% | 76 | -81.6% | 0.00% | 0.0% |
| Q3 2016 | $11,552,000 | +103.3% | 414 | +444.7% | 0.00% | 0.0% |
| Q2 2016 | $5,682,000 | +3.2% | 76 | +1.3% | 0.00% | 0.0% |
| Q1 2016 | $5,505,000 | +3.2% | 75 | -1.3% | 0.00% | 0.0% |
| Q4 2015 | $5,336,000 | +5.7% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,048,000 | -7.2% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,438,000 | -1.1% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,498,000 | -1.2% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,562,000 | +4.2% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,338,000 | +0.5% | 76 | +1.3% | 0.00% | 0.0% |
| Q2 2014 | $5,310,000 | +4.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $5,074,000 | +101380.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | – | 75 | – | 0.00% | – |
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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% |