WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,480,867 | -7.4% | 283,434 | -0.9% | 0.14% | -7.5% |
| Q2 2023 | $10,243,302 | +6.2% | 285,966 | +5.2% | 0.15% | -4.5% |
| Q1 2023 | $9,645,605 | +2047.2% | 271,937 | +1850.8% | 0.15% | +1825.0% |
| Q4 2022 | $449,217 | +30.6% | 13,940 | +11.5% | 0.01% | +14.3% |
| Q3 2022 | $344,000 | +1.8% | 12,501 | +17.1% | 0.01% | +16.7% |
| Q2 2022 | $338,000 | – | 10,671 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 360 Financial, Inc. | 380,781 | $12,622,896 | 7.85% |
| Key FInancial Inc | 392,389 | $13,125,412 | 4.42% |
| ShoreHaven Wealth Partners, LLC | 187,622 | $6,275,944 | 4.32% |
| Legacy Financial Advisors, Inc. | 443,461 | $14,833,786 | 2.97% |
| Systelligence, LLC | 231,367 | $7,739,226 | 2.17% |
| FFG RETIREMENT ADVISORS LLC | 58,666 | $1,962,378 | 1.63% |
| Collaborative Wealth Managment Inc. | 70,954 | $2,373,411 | 1.42% |
| KWB Wealth | 180,691 | $6,472,363 | 1.04% |
| Breakwater Capital Group | 80,227 | $2,611,389 | 0.90% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,023 | $937,369 | 0.86% |