WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 80 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,088,789 | +17.1% | 171,660 | +6.4% | 0.88% | +10.1% |
| Q4 2022 | $5,200,043 | +33.6% | 161,367 | +13.9% | 0.80% | +17.6% |
| Q3 2022 | $3,893,000 | -6.8% | 141,618 | +7.5% | 0.68% | -5.9% |
| Q2 2022 | $4,176,000 | -16.5% | 131,791 | +4.7% | 0.72% | -5.7% |
| Q1 2022 | $5,000,000 | -3.5% | 125,872 | +5.8% | 0.77% | -4.0% |
| Q4 2021 | $5,184,000 | +15.5% | 118,974 | +7.2% | 0.80% | +5.1% |
| Q3 2021 | $4,490,000 | +10.3% | 110,983 | +13.7% | 0.76% | +8.5% |
| Q2 2021 | $4,069,000 | +20.8% | 97,641 | +125.1% | 0.70% | +7.7% |
| Q1 2021 | $3,367,000 | +17.1% | 43,372 | +14.9% | 0.65% | +7.4% |
| Q4 2020 | $2,875,000 | +24.2% | 37,762 | +8.8% | 0.61% | +7.4% |
| Q3 2020 | $2,314,000 | – | 34,718 | – | 0.56% | – |
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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% |