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 | $5,908,972 | +43.7% | 176,651 | +53.9% | 0.01% | +57.1% |
| Q2 2023 | $4,112,046 | +8.2% | 114,797 | +7.2% | 0.01% | 0.0% |
| Q1 2023 | $3,800,031 | +55.3% | 107,134 | +41.1% | 0.01% | +40.0% |
| Q4 2022 | $2,447,315 | -6.7% | 75,943 | -20.4% | 0.01% | -16.7% |
| Q3 2022 | $2,622,000 | -19.0% | 95,372 | -6.6% | 0.01% | -14.3% |
| Q2 2022 | $3,236,000 | -25.3% | 102,117 | -6.4% | 0.01% | -12.5% |
| Q1 2022 | $4,333,000 | +97.1% | 109,084 | +116.2% | 0.01% | +100.0% |
| Q4 2021 | $2,198,000 | +23.6% | 50,452 | +14.7% | 0.00% | 0.0% |
| Q3 2021 | $1,779,000 | -4.4% | 43,976 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $1,860,000 | +39.5% | 44,621 | +160.0% | 0.00% | +33.3% |
| Q1 2021 | $1,333,000 | +32.4% | 17,165 | +29.8% | 0.00% | 0.0% |
| Q4 2020 | $1,007,000 | +16.0% | 13,224 | +1.6% | 0.00% | +50.0% |
| Q3 2020 | $868,000 | -15.2% | 13,022 | -16.3% | 0.00% | -33.3% |
| Q4 2019 | $1,023,000 | +6.7% | 15,554 | -5.5% | 0.00% | 0.0% |
| Q3 2019 | $959,000 | -1.4% | 16,466 | -2.6% | 0.00% | -25.0% |
| Q2 2019 | $973,000 | +2.1% | 16,906 | -1.0% | 0.00% | 0.0% |
| Q1 2019 | $953,000 | +24.9% | 17,085 | +10.5% | 0.00% | 0.0% |
| Q4 2018 | $763,000 | +230.3% | 15,464 | +283.2% | 0.00% | +300.0% |
| Q3 2018 | $231,000 | +11.6% | 4,035 | +11.0% | 0.00% | 0.0% |
| Q2 2018 | $207,000 | – | 3,634 | – | 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% |