WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 203 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $254,000 | -11.5% | 3,009 | 0.0% | 0.20% | 0.0% |
| Q3 2018 | $287,000 | -6.2% | 3,009 | -11.7% | 0.20% | -11.7% |
| Q2 2018 | $306,000 | +1.3% | 3,409 | 0.0% | 0.22% | -2.2% |
| Q1 2018 | $302,000 | -3.8% | 3,409 | 0.0% | 0.23% | -5.4% |
| Q4 2017 | $314,000 | +3.0% | 3,409 | -2.8% | 0.24% | -8.4% |
| Q3 2017 | $305,000 | +3.4% | 3,509 | 0.0% | 0.26% | +3.6% |
| Q2 2017 | $295,000 | -26.6% | 3,509 | -27.6% | 0.25% | -31.2% |
| Q1 2017 | $402,000 | +3.9% | 4,844 | 0.0% | 0.37% | -3.2% |
| Q4 2016 | $387,000 | +3.8% | 4,844 | 0.0% | 0.38% | +3.8% |
| Q3 2016 | $373,000 | +1.6% | 4,844 | 0.0% | 0.37% | -1.9% |
| Q2 2016 | $367,000 | +3.1% | 4,844 | 0.0% | 0.37% | +4.5% |
| Q1 2016 | $356,000 | +3.2% | 4,844 | 0.0% | 0.36% | -1.1% |
| Q4 2015 | $345,000 | +5.8% | 4,844 | 0.0% | 0.36% | +6.8% |
| Q3 2015 | $326,000 | -10.7% | 4,844 | -3.8% | 0.34% | +24.3% |
| Q2 2015 | $365,000 | -2.9% | 5,033 | -1.9% | 0.27% | +1.1% |
| Q1 2015 | $376,000 | +10.3% | 5,133 | +11.7% | 0.27% | +17.5% |
| Q4 2014 | $341,000 | +4.3% | 4,595 | 0.0% | 0.23% | +5.0% |
| Q3 2014 | $327,000 | +7.6% | 4,595 | +7.0% | 0.22% | +7.4% |
| Q2 2014 | $304,000 | – | 4,294 | – | 0.20% | – |
Download | ||||||
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% |