MOODY NATIONAL BANK TRUST DIVISION - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 98 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MOODY NATIONAL BANK TRUST DIVISION ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$458,000
+60.7%
8,658
+100.0%
0.01%0.0%
Q4 2019$285,000
+13.1%
4,3290.0%0.01%
+14.3%
Q3 2019$252,000
+8.6%
4,329
+7.0%
0.01%0.0%
Q2 2019$232,000
+3214.3%
4,045
+3035.7%
0.01%
Q1 2019$7,0001290.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Key FInancial Inc 209,711$6,568,0003.56%
ShoreHaven Wealth Partners, LLC 130,182$4,125,0002.96%
Legacy Financial Advisors, Inc. 317,322$10,056,0002.50%
Systelligence, LLC 270,884$8,584,0002.49%
January Capital Advisors LLC 46,174$1,463,0001.30%
HOWARD WEALTH MANAGEMENT, LLC 32,928$1,043,0001.10%
SENTINEL PENSION ADVISORS INC 71,901$2,279,0000.77%
Quantitative Advantage, LLC 131,791$4,176,0000.72%
Collaborative Wealth Managment Inc. 34,432$1,091,0000.72%
Bridge Advisory, LLC 42,101$1,282,0000.62%
View complete list of WISDOMTREE TR shareholders