WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 209 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,458,000 | -0.7% | 24,815 | -2.9% | 0.91% | -4.5% |
| Q2 2019 | $2,476,000 | +2.8% | 25,556 | 0.0% | 0.96% | +1.9% |
| Q1 2019 | $2,408,000 | +10.7% | 25,556 | -0.8% | 0.94% | -7.6% |
| Q4 2018 | $2,176,000 | -59.3% | 25,775 | -76.6% | 1.02% | -54.6% |
| Q3 2018 | $5,347,000 | +3.6% | 109,981 | -0.1% | 2.23% | -0.5% |
| Q2 2018 | $5,159,000 | +5.5% | 110,079 | -0.3% | 2.25% | +103.1% |
| Q1 2018 | $4,889,000 | -7.8% | 110,373 | -0.2% | 1.11% | -53.4% |
| Q4 2017 | $5,300,000 | +120.0% | 110,548 | +302.6% | 2.37% | +38.7% |
| Q3 2017 | $2,409,000 | +3.9% | 27,461 | -0.7% | 1.71% | +43.0% |
| Q2 2017 | $2,318,000 | +1.2% | 27,648 | -0.2% | 1.20% | -0.5% |
| Q1 2017 | $2,290,000 | -1.6% | 27,705 | -4.3% | 1.20% | -8.9% |
| Q4 2016 | $2,328,000 | -11.5% | 28,959 | -16.1% | 1.32% | -18.6% |
| Q3 2016 | $2,631,000 | – | 34,534 | – | 1.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 295,027 | $28,149,000 | 5.76% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 201,202 | $19,197,000 | 5.68% |
| WADE G W & INC | 367,210 | $35,035,000 | 3.72% |
| Clearwater Capital Advisors, LLC | 146,185 | $13,948,000 | 2.72% |
| Live Your Vision, LLC | 77,506 | $7,395,000 | 2.35% |
| Guidant Wealth Advisors | 109,981 | $5,347,000 | 2.23% |
| RiverFront Investment Group, LLC | 977,654 | $93,277,000 | 2.20% |
| PagnatoKarp Partners LLC | 68,219 | $6,509,000 | 1.90% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 38,132 | $3,638,000 | 1.73% |
| CX Institutional | 53,235 | $5,079,000 | 1.68% |