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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $38,000 | +137.5% | 570 | +325.4% | 0.00% | +100.0% |
| Q3 2021 | $16,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 134 | 0.0% | 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% | 100 | 0.0% | 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 | $25,000 | – | 356 | – | 0.01% | – |
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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% |