WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 205 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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |