WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,994,522 | -5.2% | 179,208 | +1.5% | 0.02% | -8.0% |
| Q2 2023 | $6,325,796 | +33193.7% | 176,600 | +28803.4% | 0.02% | – |
| Q2 2022 | $19,000 | -20.8% | 611 | +2.2% | 0.00% | – |
| Q1 2022 | $24,000 | -7.7% | 598 | +0.8% | 0.00% | – |
| Q4 2021 | $26,000 | +8.3% | 593 | 0.0% | 0.00% | – |
| Q3 2021 | $24,000 | +200.0% | 593 | +227.6% | 0.00% | – |
| Q2 2021 | $8,000 | +33.3% | 181 | +132.1% | 0.00% | – |
| Q1 2021 | $6,000 | +100.0% | 78 | +100.0% | 0.00% | – |
| Q4 2020 | $3,000 | -89.7% | 39 | -92.2% | 0.00% | -100.0% |
| Q2 2018 | $29,000 | – | 500 | – | 0.00% | – |
Download | ||||||
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% |