White Lighthouse Investment 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
White Lighthouse Investment Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$942,00010,2250.54%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Private Vista, LLC 295,027$28,149,0005.76%
RED CEDAR INVESTMENT MANAGEMENT, LLC 201,202$19,197,0005.68%
WADE G W & INC 367,210$35,035,0003.72%
Clearwater Capital Advisors, LLC 146,185$13,948,0002.72%
Live Your Vision, LLC 77,506$7,395,0002.35%
Guidant Wealth Advisors 109,981$5,347,0002.23%
RiverFront Investment Group, LLC 977,654$93,277,0002.20%
PagnatoKarp Partners LLC 68,219$6,509,0001.90%
Vestpro Financial Partners, Inc. dba CPF Texas 38,132$3,638,0001.73%
CX Institutional 53,235$5,079,0001.68%
View complete list of WISDOMTREE TR shareholders