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 2022 | $149,000 | -12.9% | 5,426 | +0.4% | 0.08% | -4.5% |
| Q2 2022 | $171,000 | -20.1% | 5,407 | +0.5% | 0.09% | -16.2% |
| Q1 2022 | $214,000 | -8.5% | 5,379 | +0.2% | 0.10% | -6.2% |
| Q4 2021 | $234,000 | +7.8% | 5,367 | 0.0% | 0.11% | -2.6% |
| Q3 2021 | $217,000 | -2.7% | 5,367 | +0.1% | 0.12% | -7.3% |
| Q2 2021 | $223,000 | -6.7% | 5,359 | +74.2% | 0.12% | -16.2% |
| Q1 2021 | $239,000 | +2.1% | 3,077 | +0.1% | 0.15% | -5.1% |
| Q4 2020 | $234,000 | +14.1% | 3,074 | +0.1% | 0.16% | -6.6% |
| Q3 2020 | $205,000 | +6.2% | 3,071 | +0.1% | 0.17% | +7.1% |
| Q2 2020 | $193,000 | +19.1% | 3,067 | +0.1% | 0.16% | -6.0% |
| Q1 2020 | $162,000 | -19.4% | 3,064 | +0.1% | 0.17% | +2.5% |
| Q4 2019 | $201,000 | – | 3,061 | – | 0.16% | – |
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% |