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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $224,000 | -20.3% | 7,064 | 0.0% | 0.01% | -26.3% |
| Q1 2022 | $281,000 | -8.8% | 7,064 | 0.0% | 0.02% | -5.0% |
| Q4 2021 | $308,000 | +7.7% | 7,064 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $286,000 | -2.7% | 7,064 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $294,000 | +7.3% | 7,064 | +100.0% | 0.02% | -4.5% |
| Q1 2021 | $274,000 | +1.9% | 3,532 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $269,000 | -4.3% | 3,532 | -16.2% | 0.02% | -18.5% |
| Q3 2020 | $281,000 | +5.6% | 4,214 | 0.0% | 0.03% | -10.0% |
| Q2 2020 | $266,000 | – | 4,214 | – | 0.03% | – |
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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% |