WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 32 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,617,000 | -10.3% | 735,921 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $27,436,000 | +21.4% | 765,939 | +20.2% | 0.01% | +16.7% |
| Q1 2023 | $22,599,000 | +11.0% | 637,143 | +0.9% | 0.01% | 0.0% |
| Q4 2022 | $20,357,000 | +112.8% | 631,710 | +81.5% | 0.01% | +100.0% |
| Q3 2022 | $9,565,000 | -12.1% | 347,956 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $10,878,000 | -20.5% | 343,255 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $13,690,000 | -10.1% | 344,661 | -1.4% | 0.00% | 0.0% |
| Q4 2021 | $15,235,000 | +8.0% | 349,671 | +0.3% | 0.00% | -25.0% |
| Q3 2021 | $14,106,000 | -3.1% | 348,632 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $14,563,000 | +6.2% | 349,419 | +97.7% | 0.00% | 0.0% |
| Q1 2021 | $13,717,000 | +14.2% | 176,699 | +12.0% | 0.00% | +33.3% |
| Q4 2020 | $12,009,000 | +15.0% | 157,737 | +0.6% | 0.00% | -25.0% |
| Q3 2020 | $10,447,000 | +77.4% | 156,736 | +67.9% | 0.00% | +100.0% |
| Q2 2020 | $5,890,000 | +17.6% | 93,378 | -1.4% | 0.00% | 0.0% |
| Q1 2020 | $5,008,000 | +1797.0% | 94,739 | +2262.6% | 0.00% | – |
| Q4 2019 | $264,000 | +57.1% | 4,010 | +38.5% | 0.00% | – |
| Q3 2019 | $168,000 | +15.1% | 2,896 | +13.7% | 0.00% | – |
| Q2 2019 | $146,000 | +14.1% | 2,546 | +10.7% | 0.00% | – |
| Q1 2019 | $128,000 | -3.0% | 2,300 | -14.1% | 0.00% | – |
| Q4 2018 | $132,000 | -4.3% | 2,676 | +11.2% | 0.00% | – |
| Q3 2018 | $138,000 | +1.5% | 2,406 | +1.3% | 0.00% | – |
| Q2 2018 | $136,000 | +17.2% | 2,375 | +21.5% | 0.00% | – |
| Q1 2018 | $116,000 | +26.1% | 1,954 | +25.3% | 0.00% | – |
| Q4 2017 | $92,000 | +10.8% | 1,560 | +5.6% | 0.00% | – |
| Q3 2017 | $83,000 | +93.0% | 1,477 | +81.9% | 0.00% | – |
| Q2 2017 | $43,000 | +10.3% | 812 | +5.7% | 0.00% | – |
| Q1 2017 | $39,000 | -94.6% | 768 | -94.6% | 0.00% | – |
| Q2 2015 | $723,000 | +57.5% | 14,198 | +65.9% | 0.00% | – |
| Q2 2014 | $459,000 | -48.9% | 8,560 | -50.8% | 0.00% | -100.0% |
| Q1 2014 | $898,000 | -70.1% | 17,403 | -70.5% | 0.00% | -50.0% |
| Q4 2013 | $3,002,000 | +68.5% | 59,083 | +63.0% | 0.00% | +100.0% |
| Q3 2013 | $1,782,000 | – | 36,241 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 316,977 | $8,713,698 | 4.12% |
| ShoreHaven Wealth Partners, LLC | 165,301 | $5,326,839 | 3.76% |
| Legacy Financial Advisors, Inc. | 400,518 | $12,906,703 | 2.78% |
| FFG RETIREMENT ADVISORS LLC | 63,719 | $2,053,345 | 1.87% |
| Rooted Wealth Advisors, Inc. | 43,306 | $1,396 | 1.17% |
| Collaborative Wealth Managment Inc. | 51,332 | $1,654,174 | 1.09% |
| Cerro Pacific Wealth Advisors LLC | 51,367 | $1,655,302 | 0.88% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,532 | $1,048,344 | 0.86% |
| Quantitative Advantage, LLC | 161,367 | $5,200,043 | 0.80% |
| SENTINEL PENSION ADVISORS INC | 79,356 | $2,557,255 | 0.80% |