WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 143 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $404,000 | -3.3% | 5,245 | -5.0% | 0.25% | -7.5% |
| Q2 2016 | $418,000 | +3.2% | 5,520 | 0.0% | 0.27% | -4.7% |
| Q1 2016 | $405,000 | -2.2% | 5,520 | -5.2% | 0.28% | +14.3% |
| Q4 2015 | $414,000 | -8.2% | 5,820 | -10.2% | 0.24% | -22.0% |
| Q3 2015 | $451,000 | -7.8% | 6,480 | -4.0% | 0.31% | +19.5% |
| Q2 2015 | $489,000 | -8.6% | 6,747 | -7.6% | 0.26% | -14.4% |
| Q1 2015 | $535,000 | -5.1% | 7,300 | -4.1% | 0.31% | -7.0% |
| Q4 2014 | $564,000 | -3.6% | 7,609 | -9.1% | 0.33% | -20.1% |
| Q3 2014 | $585,000 | -1.8% | 8,373 | -0.5% | 0.41% | +4.0% |
| Q2 2014 | $596,000 | +3.3% | 8,417 | -0.9% | 0.40% | -10.2% |
| Q1 2014 | $577,000 | +5.5% | 8,496 | -1.2% | 0.44% | +0.2% |
| Q4 2013 | $547,000 | – | 8,595 | – | 0.44% | – |
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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% |