WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 190 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $532,000 | -44.5% | 5,800 | -50.0% | 0.01% | -69.6% |
| Q1 2020 | $958,000 | -21.9% | 11,600 | 0.0% | 0.02% | -4.2% |
| Q4 2019 | $1,226,000 | +114.3% | 11,600 | +100.0% | 0.02% | +4.3% |
| Q3 2019 | $572,000 | -47.3% | 5,800 | -50.0% | 0.02% | +4.5% |
| Q1 2019 | $1,086,000 | +123.5% | 11,600 | +100.0% | 0.02% | +10.0% |
| Q4 2018 | $486,000 | -12.1% | 5,800 | 0.0% | 0.02% | -25.9% |
| Q3 2018 | $553,000 | +6.3% | 5,800 | 0.0% | 0.03% | +22.7% |
| Q2 2018 | $520,000 | +1.4% | 5,800 | 0.0% | 0.02% | +22.2% |
| Q1 2018 | $513,000 | -3.9% | 5,800 | 0.0% | 0.02% | -10.0% |
| Q4 2017 | $534,000 | +6.0% | 5,800 | 0.0% | 0.02% | -9.1% |
| Q3 2017 | $504,000 | +3.3% | 5,800 | 0.0% | 0.02% | +22.2% |
| Q2 2017 | $488,000 | – | 5,800 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |