WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 239 filers reported holding WISDOMTREE TR in Q4 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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |