NEXT Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 160 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.92 and the average weighting 0.3%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$38,000
+137.5%
570
+325.4%
0.00%
+100.0%
Q3 2021$16,0000.0%1340.0%0.00%0.0%
Q2 2021$16,000
+6.7%
1340.0%0.00%0.0%
Q1 2021$15,000
-28.6%
134
-48.3%
0.00%
-66.7%
Q1 2020$21,000
-99.7%
259
+159.0%
0.00%
+200.0%
Q4 2016$8,000,000
+99900.0%
1000.0%0.00%0.0%
Q3 2016$8,000
-90.9%
100
-91.9%
0.00%
-94.4%
Q3 2014$88,000
+252.0%
1,236
+247.2%
0.02%
+38.5%
Q2 2014$25,0003560.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
Revolve Wealth Partners, LLC 555,731$30,710,00010.26%
ShoreHaven Wealth Partners, LLC 220,948$12,209,0009.32%
IAG Wealth Partners, LLC 357,289$19,744,0006.56%
FIDELIS iM, LLC 148,912$8,229,0005.74%
Amplius Wealth Advisors, LLC 500,306$27,647,0004.94%
TOBIAS FINANCIAL ADVISORS, INC. 215,181$11,891,0004.20%
WADE G W & INC 1,547,096$85,493,0004.19%
Traverso Chambers Private Wealth Management, LLC 244,499$13,511,0004.14%
Meridian Financial Partners LLC 49,932$2,813,0003.99%
Prestige Wealth Management Group LLC 184,658$10,204,0002.87%
View complete list of WISDOMTREE TR shareholders