CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$7,225,613
+5.4%
184,893
+4.9%
0.02%
-8.0%
Q1 2024$6,857,619
+5.0%
176,334
-0.1%
0.02%
+13.6%
Q4 2023$6,529,391
+8.9%
176,518
-1.5%
0.02%
-4.3%
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%
5930.0%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$29,0005000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Royal Fund Management, LLC 37,262$2,127,0000.70%
B. Riley Financial, Inc. 12,222$698,0000.18%
3D ASSET MANAGEMENT, INC 11,054$631,0000.15%
Squar Milner Financial Services LLC 2,385$136,0000.12%
Jacobi Capital Management LLC 541$31,0000.01%
Carroll Financial Associates, Inc. 1,219$69,0000.01%
Private Advisor Group, LLC 6,842$390,0000.01%
Chicago Partners Investment Group LLC 522$30,0000.01%
American Portfolios Advisors 537$30,6570.00%
JANE STREET GROUP, LLC 20,578$1,175,0000.00%
View complete list of WISDOMTREE TR shareholders