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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,369 | -8.2% | 28,023 | -1.7% | 0.86% | -2.5% |
| Q2 2023 | $1,021,157 | -6.9% | 28,508 | -7.8% | 0.89% | -3.2% |
| Q1 2023 | $1,097,194 | +4.7% | 30,933 | -4.9% | 0.92% | +6.4% |
| Q4 2022 | $1,048,344 | +15.7% | 32,532 | -1.4% | 0.86% | +34.2% |
| Q3 2022 | $906,000 | -13.1% | 32,985 | +0.2% | 0.64% | -42.0% |
| Q2 2022 | $1,043,000 | -19.9% | 32,928 | +0.4% | 1.10% | +55.9% |
| Q1 2022 | $1,302,000 | -7.1% | 32,799 | +1.9% | 0.71% | -4.2% |
| Q4 2021 | $1,402,000 | +23.3% | 32,179 | +14.4% | 0.74% | +16.4% |
| Q3 2021 | $1,137,000 | -2.2% | 28,117 | +0.8% | 0.64% | -0.5% |
| Q2 2021 | $1,162,000 | +13.3% | 27,895 | +111.0% | 0.64% | +6.5% |
| Q1 2021 | $1,026,000 | +56.2% | 13,219 | +53.1% | 0.60% | +46.3% |
| Q4 2020 | $657,000 | +8.4% | 8,637 | -5.0% | 0.41% | -5.1% |
| Q3 2020 | $606,000 | -12.3% | 9,096 | -17.0% | 0.43% | -23.4% |
| Q2 2020 | $691,000 | +1014.5% | 10,961 | +1053.8% | 0.56% | +984.6% |
| Q4 2019 | $62,000 | – | 950 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |