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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,427,000 | -8.3% | 61,092 | +0.5% | 1.38% | -23.5% |
| Q4 2021 | $2,648,000 | +9.3% | 60,773 | +1.5% | 1.80% | +2.6% |
| Q3 2021 | $2,422,000 | -8.7% | 59,852 | -6.0% | 1.75% | -6.4% |
| Q2 2021 | $2,654,000 | +1.1% | 63,684 | +88.3% | 1.87% | -6.4% |
| Q1 2021 | $2,625,000 | -2.3% | 33,819 | -4.2% | 2.00% | -10.2% |
| Q4 2020 | $2,688,000 | +27.6% | 35,304 | +11.7% | 2.23% | +9.9% |
| Q3 2020 | $2,107,000 | +11.2% | 31,614 | +5.3% | 2.03% | +5.3% |
| Q2 2020 | $1,894,000 | – | 30,025 | – | 1.93% | – |
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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% |