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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $897,000 | +0.8% | 11,840 | -2.3% | 0.56% | -11.8% |
| Q1 2016 | $890,000 | -36.0% | 12,121 | -38.0% | 0.64% | -17.9% |
| Q4 2015 | $1,390,000 | +3.6% | 19,536 | -2.1% | 0.78% | -44.2% |
| Q3 2015 | $1,342,000 | -7.3% | 19,945 | -0.1% | 1.39% | +11.7% |
| Q2 2015 | $1,447,000 | -3.5% | 19,962 | -2.7% | 1.24% | -4.7% |
| Q1 2015 | $1,500,000 | -3.2% | 20,516 | -1.8% | 1.30% | +11.2% |
| Q4 2014 | $1,549,000 | – | 20,894 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 392,887 | $34,767,000 | 10.15% |
| Delta Dental Plan of Michigan, Inc. | 204,081 | $18,059,000 | 5.59% |
| WADE G W & INC | 355,606 | $31,468,000 | 3.64% |
| Clearwater Capital Advisors, LLC | 144,859 | $12,819,000 | 2.65% |
| PagnatoKarp Partners LLC | 66,088 | $5,848,128,000 | 2.47% |
| Live Your Vision, LLC | 73,481 | $6,585,000 | 2.23% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 303,719 | $26,876,000 | 2.16% |
| Oak Point Wealth Management | 24,170 | $2,095,000 | 2.14% |
| RiverFront Investment Group, LLC | 1,015,342 | $89,847,000 | 2.10% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 39,247 | $3,473,000 | 1.78% |