WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 201 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $244,000 | +7.0% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $228,000 | +2.2% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $223,000 | +2.8% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $217,000 | +11.9% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $194,000 | +3133.3% | 2,300 | +3438.5% | 0.00% | – |
| Q2 2018 | $6,000 | -82.9% | 65 | -83.8% | 0.00% | – |
| Q1 2018 | $35,000 | +400.0% | 400 | +387.8% | 0.00% | – |
| Q3 2017 | $7,000 | -93.6% | 82 | -93.7% | 0.00% | – |
| Q2 2017 | $110,000 | +587.5% | 1,306 | +504.6% | 0.00% | – |
| Q2 2016 | $16,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q1 2016 | $16,000 | – | 216 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |