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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $355,000 | -72.5% | 4,987 | -74.0% | 0.00% | -100.0% |
| Q3 2015 | $1,290,000 | -6.8% | 19,165 | +0.4% | 0.00% | +100.0% |
| Q2 2015 | $1,384,000 | -5.1% | 19,091 | -4.0% | 0.00% | 0.0% |
| Q1 2015 | $1,458,000 | -1.2% | 19,891 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $1,475,000 | +4.2% | 19,891 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,416,000 | +0.6% | 19,891 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,408,000 | +4.6% | 19,891 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,346,000 | +1.7% | 19,891 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $1,324,000 | +8.7% | 19,891 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $1,218,000 | -1.7% | 19,891 | -4.0% | 0.00% | 0.0% |
| Q2 2013 | $1,239,000 | +4.0% | 20,722 | +2.5% | 0.00% | 0.0% |
| Q1 2013 | $1,191,000 | – | 20,213 | – | 0.00% | – |
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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% |