WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 74 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
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% |