WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 20 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $0 | – | 0 | – | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2017 | $238,000 | +15.0% | 4,210 | +8.2% | 0.01% | 0.0% |
| Q2 2017 | $207,000 | -43.4% | 3,890 | -46.7% | 0.01% | -46.7% |
| Q1 2017 | $366,000 | -46.3% | 7,297 | -50.7% | 0.02% | -48.3% |
| Q4 2016 | $682,000 | +42.7% | 14,805 | +52.5% | 0.03% | +45.0% |
| Q3 2016 | $478,000 | +15.7% | 9,707 | +10.9% | 0.02% | +11.1% |
| Q2 2016 | $413,000 | -88.3% | 8,752 | -88.4% | 0.02% | -88.2% |
| Q1 2016 | $3,545,000 | +4.8% | 75,741 | +1.3% | 0.15% | +4.1% |
| Q4 2015 | $3,384,000 | -28.9% | 74,751 | -31.6% | 0.15% | -29.8% |
| Q3 2015 | $4,760,000 | -31.9% | 109,295 | -20.4% | 0.21% | -23.0% |
| Q2 2015 | $6,993,000 | +15.4% | 137,377 | +15.5% | 0.27% | +17.9% |
| Q1 2015 | $6,059,000 | +6.7% | 118,921 | +3.9% | 0.23% | +6.0% |
| Q4 2014 | $5,677,000 | +7.6% | 114,407 | +9.9% | 0.22% | +7.5% |
| Q3 2014 | $5,275,000 | -3.3% | 104,087 | +2.2% | 0.20% | -1.0% |
| Q2 2014 | $5,454,000 | +5.0% | 101,879 | +1.2% | 0.20% | +1.5% |
| Q1 2014 | $5,192,000 | – | 100,628 | – | 0.20% | – |
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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% |