WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 203 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - 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 ↓ |
---|---|---|---|
IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |