WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,204,188 | -12.8% | 65,895 | -6.6% | 0.47% | +2.9% |
| Q2 2023 | $2,526,851 | -5.5% | 70,543 | -6.4% | 0.45% | -14.4% |
| Q1 2023 | $2,673,374 | +12.3% | 75,370 | +2.0% | 0.53% | 0.0% |
| Q4 2022 | $2,380,848 | +14.9% | 73,882 | -2.0% | 0.53% | +1.9% |
| Q3 2022 | $2,073,000 | -18.0% | 75,401 | -5.5% | 0.52% | -11.0% |
| Q2 2022 | $2,529,000 | -18.6% | 79,783 | +2.1% | 0.58% | +2.5% |
| Q1 2022 | $3,106,000 | +7.0% | 78,180 | +17.3% | 0.57% | -35.2% |
| Q4 2021 | $2,903,000 | -1.2% | 66,636 | -8.3% | 0.88% | -47.7% |
| Q3 2021 | $2,938,000 | +9.5% | 72,634 | +12.8% | 1.68% | +166.5% |
| Q2 2021 | $2,683,000 | +8.6% | 64,381 | +102.3% | 0.63% | -17.5% |
| Q1 2021 | $2,471,000 | +9.2% | 31,831 | +7.1% | 0.76% | +15.4% |
| Q4 2020 | $2,263,000 | +12.3% | 29,730 | -1.6% | 0.66% | +25.6% |
| Q3 2020 | $2,015,000 | +8.5% | 30,227 | +2.7% | 0.53% | -2.4% |
| Q2 2020 | $1,857,000 | -53.0% | 29,441 | -51.0% | 0.54% | -40.7% |
| Q4 2019 | $3,955,000 | – | 60,104 | – | 0.91% | – |
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% |