WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466,000 | -8.3% | 43,901 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $1,598,000 | -6.5% | 44,612 | -7.3% | 0.00% | -25.0% |
| Q1 2023 | $1,709,000 | +10.3% | 48,137 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $1,550,000 | +10.0% | 47,982 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $1,409,000 | +2.8% | 51,253 | +18.6% | 0.00% | 0.0% |
| Q2 2022 | $1,371,000 | -85.1% | 43,231 | -81.4% | 0.00% | -81.0% |
| Q1 2022 | $9,212,000 | +4265.9% | 231,891 | +4487.4% | 0.02% | +2000.0% |
| Q2 2021 | $211,000 | – | 5,055 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |