WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 59 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,989,108 | -36.7% | 119,256 | -32.2% | 0.00% | -33.3% |
| Q2 2023 | $6,300,302 | +4.9% | 175,888 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $6,003,819 | +16.3% | 169,265 | +5.7% | 0.00% | 0.0% |
| Q4 2022 | $5,160,982 | +23.9% | 160,155 | +5.7% | 0.00% | +50.0% |
| Q3 2022 | $4,165,000 | -3.1% | 151,522 | +11.7% | 0.00% | 0.0% |
| Q2 2022 | $4,299,000 | -15.2% | 135,649 | +6.3% | 0.00% | -33.3% |
| Q1 2022 | $5,068,000 | -8.1% | 127,596 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $5,517,000 | +3.6% | 126,618 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $5,323,000 | -24.9% | 131,566 | -22.6% | 0.00% | -25.0% |
| Q2 2021 | $7,084,000 | +11.4% | 169,973 | +107.5% | 0.00% | 0.0% |
| Q1 2021 | $6,359,000 | +6.3% | 81,919 | +4.3% | 0.00% | -20.0% |
| Q4 2020 | $5,982,000 | +34.4% | 78,570 | +17.7% | 0.01% | +25.0% |
| Q3 2020 | $4,451,000 | +9.3% | 66,777 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $4,073,000 | +29.3% | 64,568 | +8.4% | 0.00% | 0.0% |
| Q1 2020 | $3,149,000 | -19.5% | 59,569 | +0.1% | 0.00% | 0.0% |
| Q4 2019 | $3,914,000 | +687.5% | 59,496 | +596.3% | 0.00% | +300.0% |
| Q3 2019 | $497,000 | -26.3% | 8,544 | -27.1% | 0.00% | 0.0% |
| Q2 2019 | $674,000 | +11.6% | 11,721 | +8.4% | 0.00% | 0.0% |
| Q1 2019 | $604,000 | +30.5% | 10,817 | +15.3% | 0.00% | 0.0% |
| Q4 2018 | $463,000 | +11475.0% | 9,380 | +12242.1% | 0.00% | – |
| Q2 2018 | $4,000 | -20.0% | 76 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | +25.0% | 76 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | -91.7% | 76 | -92.5% | 0.00% | – |
| Q2 2016 | $48,000 | -49.5% | 1,007 | -50.5% | 0.00% | – |
| Q1 2016 | $95,000 | -98.6% | 2,034 | -98.6% | 0.00% | -100.0% |
| Q4 2015 | $6,696,000 | +4.5% | 147,905 | +0.5% | 0.03% | -6.2% |
| Q3 2015 | $6,409,000 | -7.0% | 147,172 | +8.7% | 0.03% | -3.0% |
| Q2 2015 | $6,892,000 | +5.5% | 135,408 | +5.6% | 0.03% | -2.9% |
| Q1 2015 | $6,534,000 | +35.4% | 128,241 | +31.9% | 0.03% | -30.6% |
| Q4 2014 | $4,826,000 | – | 97,254 | – | 0.05% | – |
Download | ||||||
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% |