WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 32 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $160,000 | +50.9% | 2,427 | +33.6% | 0.00% | 0.0% |
| Q3 2019 | $106,000 | -14.5% | 1,817 | -15.6% | 0.00% | 0.0% |
| Q2 2019 | $124,000 | +12.7% | 2,153 | +10.3% | 0.00% | 0.0% |
| Q1 2019 | $110,000 | +10.0% | 1,952 | -4.0% | 0.00% | 0.0% |
| Q4 2018 | $100,000 | -21.3% | 2,033 | -8.3% | 0.00% | 0.0% |
| Q3 2018 | $127,000 | -6.6% | 2,216 | -6.6% | 0.00% | -50.0% |
| Q2 2018 | $136,000 | -64.4% | 2,373 | -63.0% | 0.00% | -60.0% |
| Q1 2018 | $382,000 | -3.8% | 6,408 | -4.5% | 0.01% | 0.0% |
| Q4 2017 | $397,000 | +13.8% | 6,710 | +8.6% | 0.01% | 0.0% |
| Q3 2017 | $349,000 | +110.2% | 6,180 | +98.9% | 0.01% | +66.7% |
| Q2 2017 | $166,000 | +76.6% | 3,107 | +65.4% | 0.00% | +50.0% |
| Q1 2017 | $94,000 | +11.9% | 1,878 | +2.8% | 0.00% | 0.0% |
| Q4 2016 | $84,000 | +1580.0% | 1,827 | +1560.9% | 0.00% | – |
| Q2 2016 | $5,000 | – | 110 | – | 0.00% | – |
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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% |