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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $91,000 | -11.7% | 1,079 | 0.0% | 0.04% | -2.3% |
Q3 2018 | $103,000 | +6.2% | 1,079 | 0.0% | 0.04% | +4.9% |
Q2 2018 | $97,000 | +2.1% | 1,079 | 0.0% | 0.04% | +5.1% |
Q1 2018 | $95,000 | -12.8% | 1,079 | -8.5% | 0.04% | -13.3% |
Q4 2017 | $109,000 | +6.9% | 1,179 | 0.0% | 0.04% | +2.3% |
Q3 2017 | $102,000 | +3.0% | 1,179 | 0.0% | 0.04% | -2.2% |
Q2 2017 | $99,000 | -18.2% | 1,179 | -18.9% | 0.04% | -21.1% |
Q1 2017 | $121,000 | – | 1,454 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |