WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 95 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $515,000 | +4.3% | 6,953 | +0.0% | 0.00% | – |
Q3 2014 | $494,000 | -68.3% | 6,952 | -68.4% | 0.00% | -100.0% |
Q2 2014 | $1,557,000 | +43.0% | 22,003 | +36.5% | 0.00% | 0.0% |
Q1 2014 | $1,089,000 | -9.8% | 16,117 | -11.2% | 0.00% | 0.0% |
Q4 2013 | $1,207,000 | +195.8% | 18,157 | +172.1% | 0.00% | – |
Q3 2013 | $408,000 | – | 6,672 | – | 0.00% | – |
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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% |