WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 152 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.15 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% | – |
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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% |