WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 122 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $3,038,000 | -11.3% | 41,450 | -10.2% | 0.03% | -13.9% |
| Q4 2014 | $3,424,000 | +8.7% | 46,182 | +4.3% | 0.04% | -18.2% |
| Q3 2014 | $3,151,000 | +4.4% | 44,280 | +3.9% | 0.04% | +4.8% |
| Q2 2014 | $3,017,000 | +3.2% | 42,609 | -1.4% | 0.04% | 0.0% |
| Q1 2014 | $2,923,000 | -16.6% | 43,215 | -18.0% | 0.04% | -30.0% |
| Q4 2013 | $3,506,000 | +0.8% | 52,696 | -7.2% | 0.06% | -7.7% |
| Q3 2013 | $3,477,000 | +67.7% | 56,803 | +63.9% | 0.06% | +58.5% |
| Q2 2013 | $2,073,000 | – | 34,667 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 295,027 | $28,149,000 | 5.76% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 201,202 | $19,197,000 | 5.68% |
| WADE G W & INC | 367,210 | $35,035,000 | 3.72% |
| Clearwater Capital Advisors, LLC | 146,185 | $13,948,000 | 2.72% |
| Live Your Vision, LLC | 77,506 | $7,395,000 | 2.35% |
| Guidant Wealth Advisors | 109,981 | $5,347,000 | 2.23% |
| RiverFront Investment Group, LLC | 977,654 | $93,277,000 | 2.20% |
| PagnatoKarp Partners LLC | 68,219 | $6,509,000 | 1.90% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 38,132 | $3,638,000 | 1.73% |
| CX Institutional | 53,235 | $5,079,000 | 1.68% |