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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $14,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 150 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 150 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $13,000 | +8.3% | 150 | -0.7% | 0.01% | 0.0% |
| Q1 2017 | $12,000 | 0.0% | 151 | +0.7% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | +9.1% | 150 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | -11.1% |
| Q1 2016 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | – | 150 | – | 0.01% | – |
Download | ||||||
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% |