Wealthcare Advisory Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 219 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$89,000
+368.4%
777
+233.5%
0.01%
+100.0%
Q1 2020$19,000
-24.0%
233
+0.4%
0.00%0.0%
Q4 2019$25,000
+8.7%
232
+0.9%
0.00%0.0%
Q3 2019$23,000
-23.3%
230
-25.6%
0.00%
-40.0%
Q2 2019$30,000
-28.6%
309
-30.9%
0.01%
-28.6%
Q1 2019$42,000
+10.5%
447
+0.4%
0.01%0.0%
Q4 2018$38,000
-9.5%
445
+0.2%
0.01%
-12.5%
Q3 2018$42,000
+5.0%
444
+0.5%
0.01%0.0%
Q2 2018$40,000
+2.6%
442
+0.2%
0.01%
-11.1%
Q1 2018$39,000
-2.5%
441
+0.5%
0.01%
-10.0%
Q4 2017$40,000
+5.3%
439
+0.2%
0.01%
-9.1%
Q3 2017$38,000
+111.1%
438
+99.1%
0.01%
+22.2%
Q2 2017$18,0002200.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Private Vista, LLC 392,887$34,767,00010.15%
Delta Dental Plan of Michigan, Inc. 204,081$18,059,0005.59%
WADE G W & INC 355,606$31,468,0003.64%
Clearwater Capital Advisors, LLC 144,859$12,819,0002.65%
PagnatoKarp Partners LLC 66,088$5,848,128,0002.47%
Live Your Vision, LLC 73,481$6,585,0002.23%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 303,719$26,876,0002.16%
Oak Point Wealth Management 24,170$2,095,0002.14%
RiverFront Investment Group, LLC 1,015,342$89,847,0002.10%
Vestpro Financial Partners, Inc. dba CPF Texas 39,247$3,473,0001.78%
View complete list of WISDOMTREE TR shareholders