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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $16,000 | -20.0% | 377 | -26.4% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | +53.8% | 512 | +56.1% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 328 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | -87.0% | 164 | -86.5% | 0.00% | -83.3% |
| Q4 2020 | $92,000 | 0.0% | 1,211 | -12.4% | 0.01% | -14.3% |
| Q3 2020 | $92,000 | +35.3% | 1,382 | +27.5% | 0.01% | +16.7% |
| Q2 2020 | $68,000 | +100.0% | 1,084 | +66.3% | 0.01% | +100.0% |
| Q1 2020 | $34,000 | -83.1% | 652 | -78.7% | 0.00% | -81.2% |
| Q4 2019 | $201,000 | +27.2% | 3,063 | +12.8% | 0.02% | +14.3% |
| Q3 2019 | $158,000 | +125.7% | 2,716 | +122.8% | 0.01% | +133.3% |
| Q2 2019 | $70,000 | +14.8% | 1,219 | +10.6% | 0.01% | 0.0% |
| Q1 2019 | $61,000 | -1.6% | 1,102 | -11.1% | 0.01% | -14.3% |
| Q4 2018 | $62,000 | -13.9% | 1,240 | -1.7% | 0.01% | -12.5% |
| Q3 2018 | $72,000 | +4.3% | 1,261 | +3.4% | 0.01% | +14.3% |
| Q2 2018 | $69,000 | +165.4% | 1,219 | +170.9% | 0.01% | +133.3% |
| Q1 2018 | $26,000 | – | 450 | – | 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% |