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 | $13,125,412 | -6.7% | 392,389 | -0.1% | 4.42% | -5.1% |
| Q2 2023 | $14,074,000 | +4.4% | 392,909 | +3.3% | 4.66% | -5.1% |
| Q1 2023 | $13,485,942 | +54.8% | 380,207 | +19.9% | 4.92% | +19.4% |
| Q4 2022 | $8,713,698 | -0.0% | 316,977 | 0.0% | 4.12% | +0.5% |
| Q3 2022 | $8,714,000 | +32.7% | 316,977 | +51.1% | 4.10% | +15.2% |
| Q2 2022 | $6,568,000 | +39.8% | 209,711 | +77.3% | 3.56% | +52.3% |
| Q1 2022 | $4,698,000 | +30.4% | 118,271 | +43.0% | 2.34% | +29.4% |
| Q4 2021 | $3,604,000 | +178.5% | 82,718 | +158.6% | 1.80% | +146.6% |
| Q3 2021 | $1,294,000 | +13.2% | 31,983 | +18.5% | 0.73% | +14.6% |
| Q2 2021 | $1,143,000 | +44.1% | 26,990 | +164.2% | 0.64% | +22.2% |
| Q1 2021 | $793,000 | +279.4% | 10,215 | +271.6% | 0.52% | +235.3% |
| Q4 2020 | $209,000 | – | 2,749 | – | 0.16% | – |
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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% |