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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 2,352 | 0.0% | 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 | $131,000 | – | 2,770 | – | 0.04% | – |
Download | ||||||
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% |