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 | $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 ↓ |
|---|---|---|---|
| Key FInancial Inc | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |