WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,478,506 | -8.3% | 44,200 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $1,613,126 | +55.7% | 45,034 | +54.2% | 0.00% | 0.0% |
| Q1 2023 | $1,035,968 | +30.4% | 29,207 | +18.5% | 0.00% | 0.0% |
| Q4 2022 | $794,250 | +11.2% | 24,647 | -5.2% | 0.00% | 0.0% |
| Q3 2022 | $714,000 | -27.6% | 25,989 | -16.4% | 0.00% | 0.0% |
| Q2 2022 | $986,000 | -29.5% | 31,104 | -11.6% | 0.00% | 0.0% |
| Q1 2022 | $1,398,000 | -69.3% | 35,201 | -66.4% | 0.00% | -75.0% |
| Q4 2021 | $4,560,000 | +28.0% | 104,659 | +18.8% | 0.00% | +33.3% |
| Q3 2021 | $3,563,000 | +81.1% | 88,063 | +86.6% | 0.00% | +50.0% |
| Q2 2021 | $1,967,000 | +25.3% | 47,192 | +133.4% | 0.00% | 0.0% |
| Q1 2021 | $1,570,000 | +56.8% | 20,218 | +53.8% | 0.00% | +100.0% |
| Q4 2020 | $1,001,000 | +51.4% | 13,148 | +25.4% | 0.00% | 0.0% |
| Q2 2020 | $661,000 | +62.4% | 10,483 | +69.6% | 0.00% | 0.0% |
| Q4 2019 | $407,000 | +1.2% | 6,181 | -10.4% | 0.00% | 0.0% |
| Q3 2019 | $402,000 | +1.8% | 6,902 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $395,000 | +6.2% | 6,873 | +3.2% | 0.00% | 0.0% |
| Q1 2019 | $372,000 | +4.8% | 6,660 | +7.3% | 0.00% | 0.0% |
| Q3 2018 | $355,000 | – | 6,207 | – | 0.00% | – |
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% |