WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 42 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,104,000 | +28.5% | 19,688 | +21.2% | 0.12% | +34.4% |
| Q1 2020 | $859,000 | -19.6% | 16,248 | 0.0% | 0.09% | -43.8% |
| Q4 2019 | $1,069,000 | +16.7% | 16,248 | +3.3% | 0.16% | 0.0% |
| Q3 2019 | $916,000 | +1.2% | 15,733 | 0.0% | 0.16% | +15.1% |
| Q2 2019 | $905,000 | +3.1% | 15,733 | 0.0% | 0.14% | -8.6% |
| Q1 2019 | $878,000 | +3.9% | 15,733 | -8.1% | 0.15% | -14.1% |
| Q4 2018 | $845,000 | – | 17,124 | – | 0.18% | – |
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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% |