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 2019 | $332,000 | -16.6% | 3,525 | -25.2% | 0.15% | -30.6% |
| Q4 2018 | $398,000 | -46.9% | 4,710 | -40.1% | 0.22% | -42.8% |
| Q3 2018 | $750,000 | -2.8% | 7,860 | -8.6% | 0.38% | -9.7% |
| Q2 2018 | $772,000 | -11.9% | 8,600 | -13.1% | 0.42% | -15.5% |
| Q1 2018 | $876,000 | -7.0% | 9,900 | -3.2% | 0.50% | -7.2% |
| Q4 2017 | $942,000 | – | 10,225 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |