WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,780 | -2.4% | 19,246 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $659,625 | +24.0% | 18,415 | +22.8% | 0.00% | 0.0% |
| Q1 2023 | $531,908 | -23.3% | 14,996 | -30.3% | 0.00% | 0.0% |
| Q4 2022 | $693,806 | +45.8% | 21,530 | +24.4% | 0.00% | 0.0% |
| Q3 2022 | $476,000 | -32.8% | 17,304 | -22.5% | 0.00% | 0.0% |
| Q2 2022 | $708,000 | -4.3% | 22,335 | +20.0% | 0.00% | 0.0% |
| Q1 2022 | $740,000 | +20.7% | 18,617 | +32.4% | 0.00% | 0.0% |
| Q4 2021 | $613,000 | +7.7% | 14,062 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $569,000 | -2.9% | 14,062 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $586,000 | +7.3% | 14,062 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $546,000 | +6.6% | 7,031 | +4.5% | 0.00% | 0.0% |
| Q4 2020 | $512,000 | +14.0% | 6,731 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $449,000 | +227.7% | 6,731 | +222.7% | 0.00% | – |
| Q4 2019 | $137,000 | +1145.5% | 2,086 | +814.9% | 0.00% | – |
| Q1 2017 | $11,000 | – | 228 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |