WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 31 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,300,362 | -3.9% | 757,244 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $26,340,199 | +1.4% | 735,610 | +0.5% | 0.01% | -11.1% |
| Q1 2023 | $25,972,495 | +8.2% | 732,036 | -0.7% | 0.01% | +12.5% |
| Q4 2022 | $24,002,000 | +72.5% | 737,096 | +45.7% | 0.01% | +60.0% |
| Q3 2022 | $13,912,000 | -19.6% | 506,064 | -7.3% | 0.01% | -16.7% |
| Q2 2022 | $17,294,000 | -29.9% | 545,723 | -12.3% | 0.01% | -14.3% |
| Q1 2022 | $24,686,000 | +22.7% | 622,102 | +34.6% | 0.01% | +16.7% |
| Q4 2021 | $20,118,000 | +12.6% | 462,102 | +4.6% | 0.01% | 0.0% |
| Q3 2021 | $17,867,000 | +0.3% | 441,604 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $17,805,000 | +24.2% | 427,344 | +131.4% | 0.01% | +20.0% |
| Q1 2021 | $14,339,000 | +14.2% | 184,699 | +12.0% | 0.01% | +25.0% |
| Q4 2020 | $12,551,000 | +64.6% | 164,891 | +44.2% | 0.00% | +33.3% |
| Q3 2020 | $7,623,000 | +21.2% | 114,346 | +14.8% | 0.00% | 0.0% |
| Q2 2020 | $6,292,000 | +659.9% | 99,630 | +536.0% | 0.00% | – |
| Q1 2020 | $828,000 | +46.5% | 15,664 | +82.3% | 0.00% | – |
| Q4 2019 | $565,000 | +13.9% | 8,594 | +1.0% | 0.00% | – |
| Q3 2019 | $496,000 | -10.0% | 8,513 | -11.2% | 0.00% | – |
| Q2 2019 | $551,000 | -6.0% | 9,584 | -8.7% | 0.00% | – |
| Q1 2019 | $586,000 | +41.5% | 10,495 | +25.1% | 0.00% | – |
| Q4 2018 | $414,000 | -0.2% | 8,388 | +15.6% | 0.00% | – |
| Q3 2018 | $415,000 | +26.1% | 7,254 | +25.9% | 0.00% | – |
| Q2 2018 | $329,000 | +0.3% | 5,763 | +4.6% | 0.00% | – |
| Q1 2018 | $328,000 | +15.9% | 5,508 | +15.1% | 0.00% | – |
| Q4 2017 | $283,000 | -16.3% | 4,786 | -20.0% | 0.00% | – |
| Q3 2017 | $338,000 | -21.2% | 5,984 | -25.8% | 0.00% | – |
| Q2 2017 | $429,000 | -7.7% | 8,062 | -13.2% | 0.00% | – |
| Q1 2017 | $465,000 | -92.4% | 9,283 | -93.0% | 0.00% | -100.0% |
| Q4 2016 | $6,106,000 | +101666.7% | 132,523 | +112207.6% | 0.00% | – |
| Q3 2013 | $6,000 | – | 118 | – | 0.00% | – |
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% |