Watermark Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 209 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$91,000
-11.7%
1,0790.0%0.04%
-2.3%
Q3 2018$103,000
+6.2%
1,0790.0%0.04%
+4.9%
Q2 2018$97,000
+2.1%
1,0790.0%0.04%
+5.1%
Q1 2018$95,000
-12.8%
1,079
-8.5%
0.04%
-13.3%
Q4 2017$109,000
+6.9%
1,1790.0%0.04%
+2.3%
Q3 2017$102,000
+3.0%
1,1790.0%0.04%
-2.2%
Q2 2017$99,000
-18.2%
1,179
-18.9%
0.04%
-21.1%
Q1 2017$121,0001,4540.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 14,580$967,8200.36%
OPTIMUM INVESTMENT ADVISORS 1,130$75,0090.04%
Pacifica Partners Inc. 784$50,1920.02%
Bartlett & Co. LLC 1,233$820.00%
View complete list of WISDOMTREE TR shareholders