WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 227 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.90 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 ↓ |
|---|---|---|---|
| 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% |