WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 33 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,478,506 | -8.3% | 44,200 | -1.9% | 0.00% | 0.0% |
Q2 2023 | $1,613,126 | +55.7% | 45,034 | +54.2% | 0.00% | 0.0% |
Q1 2023 | $1,035,968 | +30.4% | 29,207 | +18.5% | 0.00% | 0.0% |
Q4 2022 | $794,250 | +11.2% | 24,647 | -5.2% | 0.00% | 0.0% |
Q3 2022 | $714,000 | -27.6% | 25,989 | -16.4% | 0.00% | 0.0% |
Q2 2022 | $986,000 | -29.5% | 31,104 | -11.6% | 0.00% | 0.0% |
Q1 2022 | $1,398,000 | -69.3% | 35,201 | -66.4% | 0.00% | -75.0% |
Q4 2021 | $4,560,000 | +28.0% | 104,659 | +18.8% | 0.00% | +33.3% |
Q3 2021 | $3,563,000 | +81.1% | 88,063 | +86.6% | 0.00% | +50.0% |
Q2 2021 | $1,967,000 | +25.3% | 47,192 | +133.4% | 0.00% | 0.0% |
Q1 2021 | $1,570,000 | +56.8% | 20,218 | +53.8% | 0.00% | +100.0% |
Q4 2020 | $1,001,000 | +51.4% | 13,148 | +25.4% | 0.00% | 0.0% |
Q2 2020 | $661,000 | +62.4% | 10,483 | +69.6% | 0.00% | 0.0% |
Q4 2019 | $407,000 | +1.2% | 6,181 | -10.4% | 0.00% | 0.0% |
Q3 2019 | $402,000 | +1.8% | 6,902 | +0.4% | 0.00% | 0.0% |
Q2 2019 | $395,000 | +6.2% | 6,873 | +3.2% | 0.00% | 0.0% |
Q1 2019 | $372,000 | +4.8% | 6,660 | +7.3% | 0.00% | 0.0% |
Q3 2018 | $355,000 | – | 6,207 | – | 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% |