WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 147 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.84 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 ↓ |
|---|---|---|---|
| Private Vista, LLC | 295,027 | $28,149,000 | 5.76% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 201,202 | $19,197,000 | 5.68% |
| WADE G W & INC | 367,210 | $35,035,000 | 3.72% |
| Clearwater Capital Advisors, LLC | 146,185 | $13,948,000 | 2.72% |
| Live Your Vision, LLC | 77,506 | $7,395,000 | 2.35% |
| Guidant Wealth Advisors | 109,981 | $5,347,000 | 2.23% |
| RiverFront Investment Group, LLC | 977,654 | $93,277,000 | 2.20% |
| PagnatoKarp Partners LLC | 68,219 | $6,509,000 | 1.90% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 38,132 | $3,638,000 | 1.73% |
| CX Institutional | 53,235 | $5,079,000 | 1.68% |