WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 59 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $5,475 | +10.6% | 148 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $4,951 | -6.6% | 148 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $5,301 | +1.0% | 148 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $5,250 | +10.1% | 148 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4,769 | +19.2% | 148 | 0.0% | 0.00% | +50.0% |
Q3 2022 | $4,000 | -20.0% | 148 | 0.0% | 0.00% | -33.3% |
Q2 2022 | $5,000 | -16.7% | 148 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $6,000 | 0.0% | 148 | 0.0% | 0.00% | +50.0% |
Q4 2021 | $6,000 | 0.0% | 148 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $6,000 | 0.0% | 148 | 0.0% | 0.00% | +50.0% |
Q2 2021 | $6,000 | 0.0% | 148 | +100.0% | 0.00% | 0.0% |
Q1 2021 | $6,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $6,000 | +20.0% | 74 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | +25.0% | 74 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $4,000 | -20.0% | 74 | 0.0% | 0.00% | +100.0% |
Q4 2019 | $5,000 | +25.0% | 74 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $4,000 | -50.0% | 74 | -50.0% | 0.00% | -66.7% |
Q1 2015 | $8,000 | +14.3% | 148 | 0.0% | 0.00% | +50.0% |
Q4 2014 | $7,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $7,000 | – | 148 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
360 Financial, Inc. | 380,781 | $12,622,896 | 7.85% |
Key FInancial Inc | 392,389 | $13,125,412 | 4.42% |
ShoreHaven Wealth Partners, LLC | 187,622 | $6,275,944 | 4.32% |
Legacy Financial Advisors, Inc. | 443,461 | $14,833,786 | 2.97% |
Systelligence, LLC | 231,367 | $7,739,226 | 2.17% |
FFG RETIREMENT ADVISORS LLC | 58,666 | $1,962,378 | 1.63% |
Collaborative Wealth Managment Inc. | 70,954 | $2,373,411 | 1.42% |
KWB Wealth | 180,691 | $6,472,363 | 1.04% |
Breakwater Capital Group | 80,227 | $2,611,389 | 0.90% |
HOWARD WEALTH MANAGEMENT, LLC | 28,023 | $937,369 | 0.86% |