WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 190 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $310,000 | -23.6% | 3,835 | 0.0% | 0.12% | +0.8% |
| Q4 2019 | $406,000 | +6.8% | 3,835 | 0.0% | 0.12% | -8.4% |
| Q3 2019 | $380,000 | +2.2% | 3,835 | 0.0% | 0.13% | +6450.0% |
| Q2 2019 | $372,000 | -2.1% | 3,835 | -5.0% | 0.00% | 0.0% |
| Q1 2019 | $380,000 | +11.4% | 4,035 | 0.0% | 0.00% | -92.3% |
| Q4 2018 | $341,000 | -45.6% | 4,035 | -40.7% | 0.03% | -89.6% |
| Q1 2018 | $627,000 | -17.0% | 6,803 | -21.8% | 0.25% | -21.8% |
| Q4 2017 | $755,000 | +1.3% | 8,697 | -1.8% | 0.32% | +2.9% |
| Q2 2017 | $745,000 | – | 8,858 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |