PagnatoKarp Partners LLC - WISDOMTREE TR ownership

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
PagnatoKarp Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$3,631,000
-42.8%
44,862
-25.1%
0.90%
-18.0%
Q4 2019$6,346,000
+5.4%
59,905
-1.4%
1.10%
-7.7%
Q3 2019$6,020,000
+2.2%
60,769
-0.1%
1.20%
-4.9%
Q2 2019$5,893,000
-0.1%
60,814
-2.8%
1.26%
-4.9%
Q1 2019$5,897,000
+3.4%
62,585
-7.3%
1.32%
+9.4%
Q4 2018$5,703,000
-12.4%
67,526
-1.0%
1.21%
-36.5%
Q3 2018$6,509,000
+8.0%
68,219
+1.6%
1.90%
-0.6%
Q2 2018$6,027,000
-99.9%
67,152
+1.6%
1.91%
-22.6%
Q1 2018$5,848,128,000
+84386.1%
66,088
-12.0%
2.47%
+22.8%
Q4 2017$6,922,000
-10.5%
75,140
-15.7%
2.01%
+2.4%
Q3 2017$7,738,000
-3.5%
89,107
-6.6%
1.96%
-18.8%
Q2 2017$8,019,000
-23.1%
95,378
-24.2%
2.42%
-19.8%
Q1 2017$10,430,000
-10.7%
125,769
-13.9%
3.01%
-14.0%
Q4 2016$11,678,000146,1563.50%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Private Vista, LLC 295,027$28,149,0005.76%
RED CEDAR INVESTMENT MANAGEMENT, LLC 201,202$19,197,0005.68%
WADE G W & INC 367,210$35,035,0003.72%
Clearwater Capital Advisors, LLC 146,185$13,948,0002.72%
Live Your Vision, LLC 77,506$7,395,0002.35%
Guidant Wealth Advisors 109,981$5,347,0002.23%
RiverFront Investment Group, LLC 977,654$93,277,0002.20%
PagnatoKarp Partners LLC 68,219$6,509,0001.90%
Vestpro Financial Partners, Inc. dba CPF Texas 38,132$3,638,0001.73%
CX Institutional 53,235$5,079,0001.68%
View complete list of WISDOMTREE TR shareholders