WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 16 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,451,680 | -0.3% | 103,189 | +6.7% | 0.02% | -8.3% |
Q2 2023 | $3,462,716 | +7.9% | 96,670 | +6.8% | 0.02% | 0.0% |
Q1 2023 | $3,209,826 | +10.4% | 90,494 | +0.3% | 0.02% | 0.0% |
Q4 2022 | $2,908,310 | +29.4% | 90,250 | +10.3% | 0.02% | -14.3% |
Q3 2022 | $2,248,000 | +2.6% | 81,786 | +18.2% | 0.03% | 0.0% |
Q2 2022 | $2,192,000 | -12.0% | 69,180 | +10.3% | 0.03% | -6.7% |
Q1 2022 | $2,490,000 | +9.0% | 62,699 | +19.6% | 0.03% | +7.1% |
Q4 2021 | $2,284,000 | +40.3% | 52,416 | +30.3% | 0.03% | +27.3% |
Q3 2021 | $1,628,000 | +42.3% | 40,242 | +46.6% | 0.02% | +37.5% |
Q2 2021 | $1,144,000 | +146.6% | 27,452 | +359.4% | 0.02% | +60.0% |
Q1 2021 | $464,000 | +119.9% | 5,976 | +116.1% | 0.01% | +100.0% |
Q4 2020 | $211,000 | +817.4% | 2,766 | +664.1% | 0.01% | +400.0% |
Q2 2020 | $23,000 | -90.5% | 362 | -92.4% | 0.00% | -94.4% |
Q4 2013 | $241,000 | +3.0% | 4,750 | 0.0% | 0.02% | -10.0% |
Q3 2013 | $234,000 | +4.9% | 4,750 | 0.0% | 0.02% | -9.1% |
Q2 2013 | $223,000 | -9.7% | 4,750 | 0.0% | 0.02% | -12.0% |
Q1 2013 | $247,000 | – | 4,750 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 316,977 | $8,713,698 | 4.12% |
ShoreHaven Wealth Partners, LLC | 165,301 | $5,326,839 | 3.76% |
Legacy Financial Advisors, Inc. | 400,518 | $12,906,703 | 2.78% |
FFG RETIREMENT ADVISORS LLC | 63,719 | $2,053,345 | 1.87% |
Rooted Wealth Advisors, Inc. | 43,306 | $1,396 | 1.17% |
Collaborative Wealth Managment Inc. | 51,332 | $1,654,174 | 1.09% |
Cerro Pacific Wealth Advisors LLC | 51,367 | $1,655,302 | 0.88% |
HOWARD WEALTH MANAGEMENT, LLC | 32,532 | $1,048,344 | 0.86% |
Quantitative Advantage, LLC | 161,367 | $5,200,043 | 0.80% |
SENTINEL PENSION ADVISORS INC | 79,356 | $2,557,255 | 0.80% |