WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 59 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $12,000 | +20.0% | 157 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -73.0% | 156 | -72.0% | 0.00% | -71.4% |
| Q4 2019 | $37,000 | +15.6% | 558 | +0.5% | 0.01% | +16.7% |
| Q3 2019 | $32,000 | 0.0% | 555 | +0.5% | 0.01% | -14.3% |
| Q2 2019 | $32,000 | +3.2% | 552 | +0.9% | 0.01% | -12.5% |
| Q1 2019 | $31,000 | +14.8% | 547 | +0.2% | 0.01% | +14.3% |
| Q4 2018 | $27,000 | -12.9% | 546 | +0.6% | 0.01% | -12.5% |
| Q3 2018 | $31,000 | 0.0% | 543 | +0.4% | 0.01% | -11.1% |
| Q2 2018 | $31,000 | 0.0% | 541 | +1.3% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | -3.1% | 534 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $32,000 | +6.7% | 534 | +0.2% | 0.01% | 0.0% |
| Q3 2017 | $30,000 | +7.1% | 533 | +0.9% | 0.01% | -9.1% |
| Q2 2017 | $28,000 | – | 528 | – | 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% |