WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 22 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,175 | -64.6% | 1,500 | -50.0% | 0.00% | -33.3% |
| Q2 2023 | $141,719 | +52.5% | 3,000 | +89.4% | 0.00% | -25.0% |
| Q1 2023 | $92,917 | +1858240.0% | 1,584 | +1785.7% | 0.00% | – |
| Q4 2022 | $5 | -100.0% | 84 | -67.7% | 0.00% | – |
| Q3 2022 | $15,000 | 0.0% | 260 | 0.0% | 0.00% | – |
| Q2 2022 | $15,000 | -50.0% | 260 | -50.0% | 0.00% | – |
| Q1 2022 | $30,000 | -11.8% | 520 | -31.8% | 0.00% | -100.0% |
| Q4 2021 | $34,000 | +9.7% | 762 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | -41.5% | 762 | -40.6% | 0.00% | 0.0% |
| Q2 2021 | $53,000 | +1666.7% | 1,282 | +2952.4% | 0.00% | – |
| Q1 2021 | $3,000 | – | 42 | +740.0% | 0.00% | – |
| Q4 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 5 | -88.9% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 45 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | -62.5% | 45 | -70.0% | 0.00% | – |
| Q2 2017 | $8,000 | -88.6% | 150 | -89.3% | 0.00% | -100.0% |
| Q1 2017 | $70,000 | +9.4% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $64,000 | -7.2% | 1,400 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $69,000 | -2.8% | 1,400 | -6.7% | 0.00% | 0.0% |
| Q2 2016 | $71,000 | +4.4% | 1,500 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $68,000 | – | 1,500 | – | 0.01% | – |
Download | ||||||
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% |