WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 40 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,821,897 | +2.9% | 592,583 | +10.1% | 0.01% | 0.0% |
| Q2 2023 | $19,271,636 | +21.9% | 538,013 | +20.7% | 0.01% | +16.7% |
| Q1 2023 | $15,808,343 | +34.4% | 445,682 | +22.1% | 0.01% | +20.0% |
| Q4 2022 | $11,762,242 | +17.8% | 365,004 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $9,982,000 | -13.4% | 363,126 | -0.2% | 0.01% | -9.1% |
| Q2 2022 | $11,528,000 | +32.6% | 363,781 | +66.1% | 0.01% | +57.1% |
| Q1 2022 | $8,697,000 | -13.8% | 218,953 | -5.4% | 0.01% | -12.5% |
| Q4 2021 | $10,084,000 | +26.3% | 231,454 | +17.2% | 0.01% | 0.0% |
| Q3 2021 | $7,987,000 | +36.9% | 197,406 | +41.0% | 0.01% | +33.3% |
| Q2 2021 | $5,835,000 | +20.3% | 140,006 | +124.1% | 0.01% | 0.0% |
| Q1 2021 | $4,851,000 | +16.9% | 62,484 | +14.7% | 0.01% | +20.0% |
| Q4 2020 | $4,148,000 | +375.1% | 54,485 | +316.0% | 0.01% | +400.0% |
| Q3 2020 | $873,000 | -0.3% | 13,096 | -5.7% | 0.00% | -50.0% |
| Q2 2020 | $876,000 | +46.2% | 13,885 | +22.5% | 0.00% | +100.0% |
| Q1 2020 | $599,000 | +99.7% | 11,332 | +148.3% | 0.00% | 0.0% |
| Q4 2019 | $300,000 | +27.1% | 4,563 | +12.4% | 0.00% | – |
| Q3 2019 | $236,000 | -35.9% | 4,061 | -49.6% | 0.00% | -100.0% |
| Q1 2016 | $368,000 | -6.1% | 8,054 | -9.7% | 0.00% | 0.0% |
| Q4 2015 | $392,000 | +54.3% | 8,922 | +60.2% | 0.00% | 0.0% |
| Q3 2015 | $254,000 | -17.5% | 5,569 | -9.2% | 0.00% | -50.0% |
| Q2 2015 | $308,000 | -30.6% | 6,136 | -28.9% | 0.00% | 0.0% |
| Q1 2015 | $444,000 | -14.0% | 8,627 | -17.0% | 0.00% | -33.3% |
| Q4 2014 | $516,000 | -3.0% | 10,400 | -2.1% | 0.00% | 0.0% |
| Q3 2014 | $532,000 | -4.0% | 10,619 | +2.7% | 0.00% | 0.0% |
| Q2 2014 | $554,000 | +6.1% | 10,341 | +2.3% | 0.00% | 0.0% |
| Q1 2014 | $522,000 | -41.1% | 10,107 | -42.1% | 0.00% | -50.0% |
| Q4 2013 | $887,000 | -32.2% | 17,462 | -32.8% | 0.01% | -33.3% |
| Q3 2013 | $1,308,000 | +2.7% | 26,003 | -3.2% | 0.01% | 0.0% |
| Q2 2013 | $1,274,000 | – | 26,862 | – | 0.01% | – |
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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% |