WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 198 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $14,755,000 | -28.4% | 182,299 | -6.3% | 6.34% | +15.7% |
| Q4 2019 | $20,612,000 | +6.3% | 194,577 | +0.9% | 5.48% | -10.5% |
| Q3 2019 | $19,399,000 | +3.8% | 192,887 | 0.0% | 6.12% | -10.4% |
| Q2 2019 | $18,691,000 | +0.8% | 192,887 | +0.3% | 6.84% | +7.2% |
| Q1 2019 | $18,545,000 | +9.6% | 192,391 | -4.0% | 6.38% | +8.8% |
| Q4 2018 | $16,921,000 | -11.9% | 200,368 | -0.4% | 5.86% | +3.2% |
| Q3 2018 | $19,197,000 | – | 201,202 | – | 5.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |