WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 150 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 12.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $554,000 | +30.0% | 6,598 | +28.5% | 0.42% | +14.0% |
Q1 2017 | $426,000 | -23.7% | 5,134 | -26.5% | 0.36% | -24.9% |
Q4 2016 | $558,000 | +10.5% | 6,984 | +6.5% | 0.48% | -6.2% |
Q3 2016 | $505,000 | -6.1% | 6,559 | -7.6% | 0.52% | +4.9% |
Q2 2016 | $538,000 | -11.7% | 7,095 | -14.2% | 0.49% | -17.8% |
Q1 2016 | $609,000 | -9.2% | 8,267 | -12.0% | 0.60% | -10.4% |
Q4 2015 | $671,000 | – | 9,396 | – | 0.67% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |