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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,552,000 | +8.8% | 14,652 | +1.8% | 0.01% | 0.0% |
| Q3 2019 | $1,427,000 | +3.8% | 14,400 | +1.5% | 0.01% | 0.0% |
| Q2 2019 | $1,375,000 | -2.3% | 14,186 | -5.1% | 0.01% | -8.3% |
| Q1 2019 | $1,408,000 | +1.1% | 14,949 | -9.4% | 0.01% | -14.3% |
| Q4 2018 | $1,393,000 | -5.9% | 16,498 | +6.2% | 0.01% | -6.7% |
| Q3 2018 | $1,480,000 | -44.8% | 15,534 | -48.0% | 0.02% | -59.5% |
| Q2 2018 | $2,680,000 | -1.3% | 29,861 | -2.7% | 0.04% | 0.0% |
| Q1 2018 | $2,716,000 | -1.1% | 30,704 | +3.0% | 0.04% | 0.0% |
| Q4 2017 | $2,746,000 | +17.7% | 29,805 | +10.9% | 0.04% | 0.0% |
| Q3 2017 | $2,334,000 | +17.3% | 26,871 | +13.6% | 0.04% | +5.7% |
| Q2 2017 | $1,989,000 | -23.5% | 23,655 | -24.5% | 0.04% | -34.0% |
| Q1 2017 | $2,599,000 | +17.1% | 31,318 | +12.8% | 0.05% | +6.0% |
| Q4 2016 | $2,220,000 | +109.6% | 27,774 | +102.2% | 0.05% | +100.0% |
| Q3 2016 | $1,059,000 | +32.7% | 13,737 | +30.1% | 0.02% | +19.0% |
| Q2 2016 | $798,000 | – | 10,561 | – | 0.02% | – |
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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% |