WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 19 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $842,000 | -26.1% | 16,960 | -23.5% | 0.39% | -34.0% |
| Q3 2014 | $1,139,000 | -25.9% | 22,173 | -22.9% | 0.59% | -23.7% |
| Q2 2014 | $1,538,000 | +2.9% | 28,743 | -0.7% | 0.78% | -1.4% |
| Q1 2014 | $1,494,000 | +212.6% | 28,960 | +207.8% | 0.79% | +181.1% |
| Q4 2013 | $478,000 | – | 9,410 | – | 0.28% | – |
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% |