WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 98 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |