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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $427,000 | -23.5% | 5,281 | +0.2% | 0.08% | -19.0% |
| Q4 2019 | $558,000 | +7.1% | 5,271 | +0.2% | 0.10% | -2.0% |
| Q3 2019 | $521,000 | +2.4% | 5,262 | +0.2% | 0.10% | +3.0% |
| Q2 2019 | $509,000 | +3.0% | 5,251 | +0.2% | 0.10% | +3.1% |
| Q1 2019 | $494,000 | -1.6% | 5,240 | -11.8% | 0.10% | -17.2% |
| Q4 2018 | $502,000 | -35.6% | 5,940 | -27.4% | 0.12% | -27.0% |
| Q3 2018 | $780,000 | +6.3% | 8,179 | 0.0% | 0.16% | +2.6% |
| Q2 2018 | $734,000 | +1.4% | 8,179 | 0.0% | 0.16% | 0.0% |
| Q1 2018 | $724,000 | -6.5% | 8,179 | 0.0% | 0.16% | +2.6% |
| Q4 2017 | $774,000 | +9.0% | 8,179 | 0.0% | 0.15% | +2.0% |
| Q3 2017 | $710,000 | -4.1% | 8,179 | -7.1% | 0.15% | -9.8% |
| Q2 2017 | $740,000 | -34.8% | 8,807 | -35.7% | 0.16% | -38.6% |
| Q1 2017 | $1,135,000 | -4.4% | 13,688 | -7.8% | 0.27% | -10.7% |
| Q4 2016 | $1,187,000 | +3.8% | 14,853 | 0.0% | 0.30% | +15.0% |
| Q3 2016 | $1,144,000 | +0.3% | 14,853 | -1.4% | 0.26% | -6.5% |
| Q2 2016 | $1,141,000 | +3.2% | 15,063 | 0.0% | 0.28% | +6.1% |
| Q1 2016 | $1,106,000 | – | 15,063 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |