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 | $41,783,914 | -11.6% | 1,249,145 | -5.3% | 0.00% | -20.0% |
Q2 2023 | $47,244,005 | +4.6% | 1,318,928 | +3.6% | 0.01% | 0.0% |
Q1 2023 | $45,156,302 | +67.5% | 1,273,084 | +52.2% | 0.01% | +66.7% |
Q4 2022 | $26,962,174 | -61.5% | 836,685 | -67.2% | 0.00% | -70.0% |
Q3 2022 | $70,084,000 | -21.3% | 2,549,418 | -9.3% | 0.01% | -16.7% |
Q2 2022 | $89,093,000 | -25.1% | 2,811,391 | -6.1% | 0.01% | -25.0% |
Q1 2022 | $118,887,000 | +67.9% | 2,993,084 | +84.2% | 0.02% | +77.8% |
Q4 2021 | $70,805,000 | +13.2% | 1,625,084 | +5.1% | 0.01% | +12.5% |
Q3 2021 | $62,553,000 | -0.8% | 1,546,048 | +2.2% | 0.01% | 0.0% |
Q2 2021 | $63,063,000 | +9.2% | 1,513,158 | +103.3% | 0.01% | 0.0% |
Q1 2021 | $57,776,000 | +110.2% | 744,245 | +106.1% | 0.01% | +100.0% |
Q4 2020 | $27,486,000 | +95.7% | 361,046 | +71.3% | 0.00% | +33.3% |
Q3 2020 | $14,046,000 | -6.1% | 210,734 | -11.1% | 0.00% | 0.0% |
Q2 2020 | $14,953,000 | +103.0% | 237,041 | +70.1% | 0.00% | +50.0% |
Q1 2020 | $7,366,000 | +190.9% | 139,342 | +262.1% | 0.00% | +100.0% |
Q4 2019 | $2,532,000 | +23.9% | 38,480 | +9.6% | 0.00% | 0.0% |
Q3 2019 | $2,044,000 | -12.8% | 35,113 | -13.8% | 0.00% | 0.0% |
Q2 2019 | $2,343,000 | +0.4% | 40,722 | -2.6% | 0.00% | 0.0% |
Q1 2019 | $2,333,000 | +17.3% | 41,809 | +3.7% | 0.00% | 0.0% |
Q4 2018 | $1,989,000 | -21.2% | 40,322 | -8.6% | 0.00% | 0.0% |
Q3 2018 | $2,524,000 | +17.1% | 44,112 | +16.8% | 0.00% | 0.0% |
Q2 2018 | $2,156,000 | +3.4% | 37,763 | +7.9% | 0.00% | 0.0% |
Q1 2018 | $2,085,000 | -3.0% | 34,994 | -3.7% | 0.00% | 0.0% |
Q4 2017 | $2,150,000 | +5.2% | 36,323 | +0.4% | 0.00% | 0.0% |
Q3 2017 | $2,044,000 | +40.7% | 36,179 | +32.7% | 0.00% | – |
Q2 2017 | $1,453,000 | -49.2% | 27,273 | -52.1% | 0.00% | – |
Q1 2017 | $2,858,000 | -18.7% | 56,974 | -25.3% | 0.00% | -100.0% |
Q4 2016 | $3,514,000 | -71.8% | 76,298 | -69.9% | 0.00% | -75.0% |
Q3 2016 | $12,463,000 | +14225.3% | 253,165 | +13525.7% | 0.00% | – |
Q2 2016 | $87,000 | -43.9% | 1,858 | -44.0% | 0.00% | – |
Q1 2016 | $155,000 | -22.9% | 3,318 | -25.3% | 0.00% | – |
Q4 2015 | $201,000 | -69.4% | 4,443 | -70.6% | 0.00% | – |
Q3 2015 | $657,000 | -23.8% | 15,112 | -10.8% | 0.00% | – |
Q2 2015 | $862,000 | +20.7% | 16,938 | +20.8% | 0.00% | – |
Q1 2015 | $714,000 | +2.1% | 14,024 | -0.3% | 0.00% | – |
Q4 2014 | $699,000 | -9.0% | 14,070 | -7.1% | 0.00% | – |
Q3 2014 | $768,000 | +4.2% | 15,141 | +10.0% | 0.00% | – |
Q2 2014 | $737,000 | -39.5% | 13,762 | -41.8% | 0.00% | -100.0% |
Q1 2014 | $1,219,000 | +14.1% | 23,626 | +12.4% | 0.00% | – |
Q4 2013 | $1,068,000 | +2.6% | 21,021 | -0.7% | 0.00% | – |
Q3 2013 | $1,041,000 | -15.4% | 21,165 | -18.4% | 0.00% | -100.0% |
Q2 2013 | $1,231,000 | – | 25,950 | – | 0.00% | – |
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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% |