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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |