WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 49 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,780 | -2.4% | 19,246 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $659,625 | +24.0% | 18,415 | +22.8% | 0.00% | 0.0% |
| Q1 2023 | $531,908 | -23.3% | 14,996 | -30.3% | 0.00% | 0.0% |
| Q4 2022 | $693,806 | +45.8% | 21,530 | +24.4% | 0.00% | 0.0% |
| Q3 2022 | $476,000 | -32.8% | 17,304 | -22.5% | 0.00% | 0.0% |
| Q2 2022 | $708,000 | -4.3% | 22,335 | +20.0% | 0.00% | 0.0% |
| Q1 2022 | $740,000 | +20.7% | 18,617 | +32.4% | 0.00% | 0.0% |
| Q4 2021 | $613,000 | +7.7% | 14,062 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $569,000 | -2.9% | 14,062 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $586,000 | +7.3% | 14,062 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $546,000 | +6.6% | 7,031 | +4.5% | 0.00% | 0.0% |
| Q4 2020 | $512,000 | +14.0% | 6,731 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $449,000 | +227.7% | 6,731 | +222.7% | 0.00% | – |
| Q4 2019 | $137,000 | +1145.5% | 2,086 | +814.9% | 0.00% | – |
| Q1 2017 | $11,000 | – | 228 | – | 0.00% | – |
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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% |