PagnatoKarp 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
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 2020
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 67,453$7,377,0005.70%
ShoreHaven Wealth Partners, LLC 91,381$9,823,0005.50%
IAG Wealth Partners, LLC 124,418$13,375,0005.46%
WADE G W & INC 723,879$77,817,0004.73%
TOBIAS FINANCIAL ADVISORS, INC. 74,984$8,061,0003.69%
Traverso Chambers Private Wealth Management, LLC 67,308$7,236,0002.60%
MOLLER WEALTH PARTNERS 52,706$5,666,0002.34%
Treybourne Wealth Planners, Inc. 29,041$3,122,0002.25%
M Holdings Securities, Inc. 162,290$17,446,0002.23%
Graves Light Lenhart Wealth, Inc. 106,748$11,475,0002.14%
View complete list of WISDOMTREE TR shareholders