WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 189 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |