ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 78 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
760.0%0.00%
Q1 2018$5,000
+25.0%
760.0%0.00%
Q4 2017$4,0000.0%760.0%0.00%
Q3 2017$4,0000.0%760.0%0.00%
Q2 2017$4,0000.0%760.0%0.00%
Q1 2017$4,0000.0%760.0%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$4,826,00097,2540.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Key FInancial Inc 209,711$6,568,0003.56%
ShoreHaven Wealth Partners, LLC 130,182$4,125,0002.96%
Legacy Financial Advisors, Inc. 317,322$10,056,0002.50%
Systelligence, LLC 270,884$8,584,0002.49%
January Capital Advisors LLC 46,174$1,463,0001.30%
HOWARD WEALTH MANAGEMENT, LLC 32,928$1,043,0001.10%
SENTINEL PENSION ADVISORS INC 71,901$2,279,0000.77%
Quantitative Advantage, LLC 131,791$4,176,0000.72%
Collaborative Wealth Managment Inc. 34,432$1,091,0000.72%
Bridge Advisory, LLC 42,101$1,282,0000.62%
View complete list of WISDOMTREE TR shareholders