WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,654,178 | +65.0% | 109,243 | +59.0% | 0.00% | 0.0% |
| Q4 2022 | $2,214,695 | -58.9% | 68,726 | -65.0% | 0.00% | -50.0% |
| Q3 2022 | $5,393,000 | +1974.2% | 196,193 | +2295.2% | 0.00% | – |
| Q2 2022 | $260,000 | -87.1% | 8,191 | -83.8% | 0.00% | -100.0% |
| Q1 2022 | $2,011,000 | +100.3% | 50,636 | +119.7% | 0.00% | – |
| Q4 2021 | $1,004,000 | -85.7% | 23,049 | -86.8% | 0.00% | -100.0% |
| Q3 2021 | $7,040,000 | +1940.6% | 174,003 | +3817.2% | 0.00% | – |
| Q1 2021 | $345,000 | -60.2% | 4,442 | -61.0% | 0.00% | – |
| Q4 2020 | $867,000 | -77.2% | 11,386 | -80.0% | 0.00% | -100.0% |
| Q3 2020 | $3,799,000 | +16.9% | 56,992 | +10.6% | 0.00% | 0.0% |
| Q2 2020 | $3,251,000 | +101.2% | 51,535 | +68.6% | 0.00% | 0.0% |
| Q1 2020 | $1,616,000 | -0.9% | 30,564 | +23.3% | 0.00% | 0.0% |
| Q4 2019 | $1,631,000 | -5.7% | 24,793 | -16.6% | 0.00% | -33.3% |
| Q3 2019 | $1,730,000 | +112.0% | 29,719 | +109.6% | 0.00% | +200.0% |
| Q2 2019 | $816,000 | -82.4% | 14,177 | -83.0% | 0.00% | -87.5% |
| Q1 2019 | $4,646,000 | +86.2% | 83,254 | +64.6% | 0.01% | +60.0% |
| Q4 2018 | $2,495,000 | +0.4% | 50,582 | +16.4% | 0.01% | 0.0% |
| Q3 2018 | $2,486,000 | +111.6% | 43,457 | +111.2% | 0.01% | +66.7% |
| Q2 2018 | $1,175,000 | -34.9% | 20,578 | -32.1% | 0.00% | -40.0% |
| Q1 2018 | $1,806,000 | +17.8% | 30,311 | +17.1% | 0.01% | +25.0% |
| Q4 2017 | $1,533,000 | +2.4% | 25,892 | -2.3% | 0.00% | -20.0% |
| Q3 2017 | $1,497,000 | -61.7% | 26,499 | -63.9% | 0.01% | -64.3% |
| Q2 2017 | $3,909,000 | +12.2% | 73,389 | +5.6% | 0.01% | -12.5% |
| Q1 2017 | $3,485,000 | +170.6% | 69,505 | +148.5% | 0.02% | +166.7% |
| Q4 2016 | $1,288,000 | +423.6% | 27,968 | +460.0% | 0.01% | +500.0% |
| Q3 2016 | $246,000 | -94.5% | 4,994 | -94.8% | 0.00% | -95.5% |
| Q2 2016 | $4,504,000 | +8.6% | 95,359 | +7.7% | 0.02% | -4.3% |
| Q1 2016 | $4,146,000 | +1088.0% | 88,571 | +1003.7% | 0.02% | +1050.0% |
| Q3 2015 | $349,000 | -60.0% | 8,025 | -53.2% | 0.00% | -66.7% |
| Q2 2015 | $873,000 | +262.2% | 17,146 | +252.7% | 0.01% | +200.0% |
| Q4 2014 | $241,000 | -52.0% | 4,862 | -51.0% | 0.00% | -60.0% |
| Q3 2014 | $502,000 | -87.4% | 9,915 | -86.7% | 0.01% | -90.2% |
| Q2 2014 | $3,998,000 | +2.2% | 74,680 | -1.5% | 0.05% | +18.6% |
| Q1 2014 | $3,912,000 | – | 75,808 | – | 0.04% | – |
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% |