WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,265,000 | -8.3% | 25,597 | -4.5% | 1.46% | -4.6% |
| Q4 2017 | $2,470,000 | +9.4% | 26,809 | +3.2% | 1.53% | +2.5% |
| Q3 2017 | $2,257,000 | +5.9% | 25,985 | +2.5% | 1.49% | +2.5% |
| Q2 2017 | $2,131,000 | +64.3% | 25,347 | +62.1% | 1.46% | +54.2% |
| Q1 2017 | $1,297,000 | -40.3% | 15,641 | -42.5% | 0.94% | -48.2% |
| Q4 2016 | $2,174,000 | +7.0% | 27,217 | +3.2% | 1.82% | +18.2% |
| Q3 2016 | $2,031,000 | +75.4% | 26,381 | +72.4% | 1.54% | +61.3% |
| Q2 2016 | $1,158,000 | +7.9% | 15,298 | +4.6% | 0.96% | -4.8% |
| Q1 2016 | $1,073,000 | +1.1% | 14,624 | -2.0% | 1.00% | -0.7% |
| Q4 2015 | $1,061,000 | – | 14,925 | – | 1.01% | – |
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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% |