WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 34 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $240,000 | +14.3% | 5,768 | +113.2% | 0.04% | -8.3% |
| Q1 2021 | $210,000 | -3.7% | 2,706 | -5.7% | 0.05% | -12.7% |
| Q4 2020 | $218,000 | +23.2% | 2,869 | +7.7% | 0.06% | -5.2% |
| Q3 2020 | $177,000 | +70.2% | 2,663 | +61.7% | 0.06% | +45.0% |
| Q2 2020 | $104,000 | +940.0% | 1,647 | +846.6% | 0.04% | +700.0% |
| Q1 2019 | $10,000 | +11.1% | 174 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $9,000 | -10.0% | 174 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 174 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $10,000 | -9.1% | 174 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $11,000 | +10.0% | 174 | +0.6% | 0.01% | -11.1% |
| Q3 2017 | $10,000 | +11.1% | 173 | +0.6% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 172 | +0.6% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | +12.5% | 171 | +0.6% | 0.01% | -18.2% |
| Q4 2016 | $8,000 | – | 170 | – | 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% |