WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 203 filers reported holding WISDOMTREE TR in Q4 2018. 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 | 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% |