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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,914 | +16.1% | 14,885 | +24.3% | 0.06% | +19.6% |
| Q2 2023 | $429,008 | -12.9% | 11,977 | -13.7% | 0.05% | -16.4% |
| Q1 2023 | $492,452 | +8.2% | 13,884 | -1.7% | 0.06% | +1.7% |
| Q4 2022 | $455,071 | +17.6% | 14,122 | +0.4% | 0.06% | +11.1% |
| Q3 2022 | $387,000 | -11.8% | 14,068 | +1.5% | 0.05% | -8.5% |
| Q2 2022 | $439,000 | -16.4% | 13,866 | +4.9% | 0.06% | -6.3% |
| Q1 2022 | $525,000 | -7.6% | 13,216 | +1.3% | 0.06% | -1.6% |
| Q4 2021 | $568,000 | +7.8% | 13,047 | +0.2% | 0.06% | 0.0% |
| Q3 2021 | $527,000 | +55.0% | 13,022 | +59.4% | 0.06% | +52.4% |
| Q2 2021 | $340,000 | +11.5% | 8,169 | +107.7% | 0.04% | +5.0% |
| Q1 2021 | $305,000 | +22.0% | 3,934 | +19.7% | 0.04% | +17.6% |
| Q4 2020 | $250,000 | +152.5% | 3,287 | +121.3% | 0.03% | +126.7% |
| Q3 2020 | $99,000 | – | 1,485 | – | 0.02% | – |
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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% |