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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |