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 | $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 ↓ |
|---|---|---|---|
| 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% |