WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 98 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,268,331 | -5.6% | 67,813 | +1.1% | 0.01% | -50.0% |
| Q2 2023 | $2,402,174 | +13.8% | 67,062 | +12.6% | 0.01% | +200.0% |
| Q1 2023 | $2,111,671 | +10.1% | 59,534 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,918,451 | +14.1% | 59,533 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $1,682,000 | +0.5% | 61,202 | +16.0% | 0.00% | 0.0% |
| Q2 2022 | $1,673,000 | -15.3% | 52,783 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $1,976,000 | +8.0% | 49,737 | +18.4% | 0.00% | 0.0% |
| Q4 2021 | $1,830,000 | +18.8% | 41,991 | +10.3% | 0.00% | 0.0% |
| Q3 2021 | $1,540,000 | +1.4% | 38,070 | +4.4% | 0.00% | 0.0% |
| Q2 2021 | $1,519,000 | – | 36,459 | – | 0.00% | – |
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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% |