WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $238,000 | +16.7% | 2,250 | +9.0% | 0.01% | +9.1% |
| Q3 2019 | $204,000 | -46.5% | 2,064 | -47.5% | 0.01% | -47.6% |
| Q2 2019 | $381,000 | -3.3% | 3,933 | -6.0% | 0.02% | 0.0% |
| Q1 2019 | $394,000 | -1.5% | 4,183 | -11.7% | 0.02% | -12.5% |
| Q4 2018 | $400,000 | +3.4% | 4,739 | +17.0% | 0.02% | +20.0% |
| Q3 2018 | $387,000 | +16.9% | 4,052 | +9.7% | 0.02% | +11.1% |
| Q2 2018 | $331,000 | +1.2% | 3,693 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $327,000 | -62.6% | 3,693 | -61.1% | 0.02% | -60.4% |
| Q4 2017 | $875,000 | +247.2% | 9,498 | +227.7% | 0.05% | +242.9% |
| Q3 2017 | $252,000 | -3.8% | 2,898 | -7.0% | 0.01% | -12.5% |
| Q2 2017 | $262,000 | – | 3,116 | – | 0.02% | – |
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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% |