B. Riley Wealth Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$388,115
-67.7%
11,603
-65.4%
0.01%
-63.0%
Q2 2023$1,201,586
-21.9%
33,545
-22.7%
0.03%
-34.1%
Q1 2023$1,538,434
-39.8%
43,373
-45.4%
0.04%
-43.1%
Q4 2022$2,557,611
-11.6%
79,367
-24.6%
0.07%
-17.2%
Q3 2022$2,894,000
-52.4%
105,260
-45.1%
0.09%
-66.0%
Q2 2022$6,077,000
-26.6%
191,745
-8.0%
0.26%
-5.5%
Q1 2022$8,282,000
-39.0%
208,489
-33.1%
0.27%
-30.7%
Q4 2021$13,582,000
+10.9%
311,701
+4.3%
0.39%
+0.3%
Q3 2021$12,249,000
+7.3%
298,888
+35.8%
0.39%
+5.1%
Q2 2021$11,419,000
+6.9%
220,038
+58.5%
0.37%
-1.9%
Q1 2021$10,686,000
+9.7%
138,805
+8.5%
0.38%
-27.4%
Q4 2020$9,739,000
+13060.8%
127,912
+8484.7%
0.52%
+25950.0%
Q4 2014$74,000
-99.9%
1,490
-36.6%
0.00%
-93.3%
Q2 2014$125,903,000
+103952.1%
2,3520.0%0.03%
-18.9%
Q1 2014$121,000
-0.8%
2,352
-2.4%
0.04%
-5.1%
Q4 2013$122,000
-0.8%
2,410
-4.0%
0.04%
-7.1%
Q3 2013$123,000
-6.1%
2,510
-9.4%
0.04%
-4.5%
Q2 2013$131,0002,7700.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Key FInancial Inc 316,977$8,713,6984.12%
ShoreHaven Wealth Partners, LLC 165,301$5,326,8393.76%
Legacy Financial Advisors, Inc. 400,518$12,906,7032.78%
FFG RETIREMENT ADVISORS LLC 63,719$2,053,3451.87%
Rooted Wealth Advisors, Inc. 43,306$1,3961.17%
Collaborative Wealth Managment Inc. 51,332$1,654,1741.09%
Cerro Pacific Wealth Advisors LLC 51,367$1,655,3020.88%
HOWARD WEALTH MANAGEMENT, LLC 32,532$1,048,3440.86%
Quantitative Advantage, LLC 161,367$5,200,0430.80%
SENTINEL PENSION ADVISORS INC 79,356$2,557,2550.80%
View complete list of WISDOMTREE TR shareholders