WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 94 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229 | -79.0% | 6,395 | -79.2% | 0.01% | -77.3% |
| Q1 2023 | $1,088 | +7.5% | 30,686 | -2.3% | 0.04% | -13.7% |
| Q4 2022 | $1,012 | -100.0% | 31,411 | -63.2% | 0.05% | -59.5% |
| Q3 2022 | $2,345,000 | +374.7% | 85,314 | +585.8% | 0.13% | +641.2% |
| Q1 2022 | $494,000 | -53.7% | 12,440 | -49.1% | 0.02% | -41.4% |
| Q4 2021 | $1,066,000 | +2.6% | 24,444 | -4.8% | 0.03% | -31.0% |
| Q3 2021 | $1,039,000 | -32.5% | 25,676 | -30.5% | 0.04% | -45.5% |
| Q2 2021 | $1,540,000 | +85.1% | 36,953 | +244.7% | 0.08% | +71.1% |
| Q1 2021 | $832,000 | +23.1% | 10,720 | +20.7% | 0.04% | -2.2% |
| Q4 2020 | $676,000 | +33.9% | 8,879 | +17.2% | 0.05% | +24.3% |
| Q3 2020 | $505,000 | -45.1% | 7,575 | -56.5% | 0.04% | -26.0% |
| Q1 2020 | $920,000 | -38.0% | 17,412 | -32.4% | 0.05% | -49.0% |
| Q2 2019 | $1,483,000 | – | 25,776 | – | 0.10% | – |
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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% |