WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. 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 ↓ |
|---|---|---|---|
| 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% |