WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 23 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $282,000 | -66.7% | 5,298 | -68.6% | 0.01% | -65.2% |
| Q1 2017 | $846,000 | +26.1% | 16,867 | +15.8% | 0.02% | +35.3% |
| Q4 2016 | $671,000 | +54.6% | 14,560 | +58.5% | 0.02% | +88.9% |
| Q2 2016 | $434,000 | -69.4% | 9,185 | -69.7% | 0.01% | -77.5% |
| Q1 2016 | $1,418,000 | -13.4% | 30,298 | -16.3% | 0.04% | +42.9% |
| Q4 2015 | $1,638,000 | -11.3% | 36,183 | -14.7% | 0.03% | -6.7% |
| Q3 2015 | $1,847,000 | +71.0% | 42,413 | +99.9% | 0.03% | +57.9% |
| Q2 2015 | $1,080,000 | +397.7% | 21,222 | +385.6% | 0.02% | +375.0% |
| Q4 2014 | $217,000 | -70.4% | 4,370 | -70.7% | 0.00% | -55.6% |
| Q3 2013 | $732,000 | – | 14,893 | – | 0.01% | – |
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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% |