WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 98 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $3,408,000 | +9.6% | 45,961 | +5.2% | 1.20% | +9.9% |
| Q3 2014 | $3,110,000 | +7.2% | 43,703 | +6.7% | 1.09% | +8.1% |
| Q2 2014 | $2,901,000 | -43.4% | 40,975 | -45.9% | 1.01% | +2.1% |
| Q1 2014 | $5,128,000 | +122.7% | 75,802 | +119.0% | 0.98% | +3.0% |
| Q4 2013 | $2,303,000 | +47.2% | 34,611 | +35.4% | 0.96% | +21.0% |
| Q3 2013 | $1,565,000 | +15.6% | 25,561 | +12.9% | 0.79% | -12.6% |
| Q2 2013 | $1,354,000 | – | 22,636 | – | 0.90% | – |
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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% |