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 2014 | $220,000 | +4.3% | 2,965 | 0.0% | 0.05% | -2.0% |
| Q3 2014 | $211,000 | -11.3% | 2,965 | -11.9% | 0.05% | -10.5% |
| Q2 2014 | $238,000 | -6.7% | 3,365 | -10.6% | 0.06% | -8.1% |
| Q1 2014 | $255,000 | +1.6% | 3,765 | 0.0% | 0.06% | 0.0% |
| Q4 2013 | $251,000 | +9.1% | 3,765 | 0.0% | 0.06% | -4.6% |
| Q3 2013 | $230,000 | 0.0% | 3,765 | -2.1% | 0.06% | -12.2% |
| Q2 2013 | $230,000 | – | 3,845 | – | 0.07% | – |
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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% |