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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806,178 | +62.8% | 24,101 | +74.3% | 0.02% | +63.6% |
| Q2 2023 | $495,247 | -55.8% | 13,826 | -60.2% | 0.01% | -65.6% |
| Q4 2022 | $1,120,817 | -35.3% | 34,781 | -44.8% | 0.03% | -40.7% |
| Q3 2022 | $1,731,000 | -48.8% | 62,981 | -40.9% | 0.05% | -43.2% |
| Q2 2022 | $3,378,000 | +142.7% | 106,583 | +204.1% | 0.10% | +143.6% |
| Q1 2022 | $1,392,000 | +57.5% | 35,049 | +72.8% | 0.04% | +5.4% |
| Q4 2021 | $884,000 | +31.2% | 20,282 | +21.8% | 0.04% | +37.0% |
| Q3 2021 | $674,000 | -79.4% | 16,654 | -78.8% | 0.03% | -75.7% |
| Q2 2021 | $3,279,000 | +1539.5% | 78,671 | +1995.1% | 0.11% | +825.0% |
| Q2 2017 | $200,000 | -77.1% | 3,755 | -78.8% | 0.01% | -78.9% |
| Q3 2016 | $874,000 | -67.5% | 17,745 | -68.9% | 0.06% | -71.8% |
| Q2 2016 | $2,692,000 | +108.4% | 56,997 | +106.6% | 0.20% | +62.9% |
| Q1 2016 | $1,292,000 | – | 27,593 | – | 0.12% | – |
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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% |