WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 189 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $643,000 | +14.8% | 6,929 | 0.0% | 0.31% | -0.3% |
| Q1 2020 | $560,000 | -63.1% | 6,929 | -51.6% | 0.31% | +6.6% |
| Q4 2019 | $1,516,000 | +112.6% | 14,318 | +98.8% | 0.29% | -1.0% |
| Q3 2019 | $713,000 | +2.1% | 7,204 | 0.0% | 0.29% | -6.4% |
| Q2 2019 | $698,000 | -11.3% | 7,204 | -13.8% | 0.31% | -13.6% |
| Q1 2019 | $787,000 | -44.2% | 8,354 | -50.0% | 0.36% | -5.0% |
| Q4 2018 | $1,410,000 | +1.6% | 16,708 | +14.7% | 0.38% | +10.1% |
| Q3 2018 | $1,388,000 | -7.3% | 14,562 | -12.8% | 0.34% | -9.0% |
| Q2 2018 | $1,498,000 | +102.7% | 16,708 | +100.0% | 0.38% | -1.6% |
| Q1 2018 | $739,000 | +1.8% | 8,354 | -0.2% | 0.38% | -12.5% |
| Q3 2017 | $726,000 | +3.3% | 8,368 | 0.0% | 0.44% | +6.8% |
| Q2 2017 | $703,000 | -99.9% | 8,368 | 0.0% | 0.41% | +10.8% |
| Q1 2017 | $690,778,000 | +4.9% | 8,368 | +1.5% | 0.37% | -1.1% |
| Q4 2016 | $658,615,000 | -48.1% | 8,243 | -50.0% | 0.38% | +0.3% |
| Q3 2016 | $1,269,256,000 | -0.1% | 16,486 | -1.7% | 0.38% | -14.2% |
| Q2 2016 | $1,270,192,000 | +3.2% | 16,766 | 0.0% | 0.44% | +8.2% |
| Q1 2016 | $1,230,624,000 | +3.2% | 16,766 | 0.0% | 0.40% | -1.5% |
| Q4 2015 | $1,192,732,000 | +103.5% | 16,766 | +92.5% | 0.41% | -4.2% |
| Q3 2015 | $586,048,000 | -9.4% | 8,708 | -2.5% | 0.43% | 0.0% |
| Q2 2015 | $647,190,000 | -50.5% | 8,928 | -49.9% | 0.43% | 0.0% |
| Q1 2015 | $1,306,644,000 | – | 17,826 | – | 0.43% | – |
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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% |