WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 209 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |