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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $400,000 | -20.6% | 12,610 | -0.6% | 0.13% | -8.5% |
| Q1 2022 | $504,000 | -53.9% | 12,683 | -50.4% | 0.14% | -6.6% |
| Q4 2021 | $1,093,000 | +304.8% | 25,564 | +282.6% | 0.15% | +94.9% |
| Q3 2021 | $270,000 | -1.8% | 6,682 | +1.2% | 0.08% | -1.3% |
| Q2 2021 | $275,000 | +7.8% | 6,605 | +101.0% | 0.08% | +2.6% |
| Q1 2021 | $255,000 | -53.5% | 3,286 | -54.4% | 0.08% | -56.2% |
| Q4 2020 | $548,000 | +12.8% | 7,201 | -1.3% | 0.18% | +1.1% |
| Q3 2020 | $486,000 | +4.5% | 7,295 | -1.0% | 0.17% | +3.0% |
| Q2 2020 | $465,000 | +17.1% | 7,367 | -2.0% | 0.17% | +1.8% |
| Q1 2020 | $397,000 | – | 7,514 | – | 0.17% | – |
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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% |