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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |