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 2022 | $1,365,000 | -18.4% | 49,671 | -5.9% | 0.00% | – |
| Q2 2022 | $1,672,000 | -22.7% | 52,775 | -3.1% | 0.00% | – |
| Q1 2022 | $2,163,000 | +89.9% | 54,463 | +108.4% | 0.00% | – |
| Q4 2021 | $1,139,000 | +251.5% | 26,136 | +236.3% | 0.00% | – |
| Q2 2021 | $324,000 | -86.9% | 7,772 | -75.6% | 0.00% | -100.0% |
| Q1 2021 | $2,476,000 | +65.3% | 31,897 | +41.9% | 0.00% | – |
| Q3 2020 | $1,498,000 | +480.6% | 22,472 | +361.2% | 0.00% | – |
| Q1 2020 | $258,000 | -65.3% | 4,872 | -67.7% | 0.00% | – |
| Q4 2018 | $744,000 | +250.9% | 15,074 | +304.9% | 0.00% | – |
| Q2 2018 | $212,000 | -91.0% | 3,723 | -90.6% | 0.00% | -100.0% |
| Q1 2018 | $2,368,000 | +136.8% | 39,739 | +111.6% | 0.00% | 0.0% |
| Q2 2017 | $1,000,000 | +178.6% | 18,780 | +162.1% | 0.00% | – |
| Q1 2017 | $359,000 | -79.4% | 7,165 | -81.0% | 0.00% | -100.0% |
| Q4 2016 | $1,741,000 | +19.0% | 37,798 | +21.1% | 0.00% | 0.0% |
| Q1 2016 | $1,463,000 | +150.1% | 31,209 | +141.3% | 0.00% | +100.0% |
| Q4 2015 | $585,000 | – | 12,933 | – | 0.00% | – |
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% |