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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,338 | +10.9% | 578,113 | +18.8% | 0.12% | +10.2% |
| Q2 2023 | $17,430 | +16.5% | 486,588 | +15.3% | 0.11% | +6.9% |
| Q1 2023 | $14,966 | +38.4% | 421,929 | +25.7% | 0.10% | +26.2% |
| Q4 2022 | $10,813 | -99.9% | 335,557 | +8.1% | 0.08% | +17.6% |
| Q3 2022 | $8,536,000 | -1.7% | 310,513 | +13.4% | 0.07% | +1.5% |
| Q2 2022 | $8,681,000 | -39.6% | 273,935 | -24.3% | 0.07% | -34.3% |
| Q1 2022 | $14,366,000 | +16.5% | 361,669 | +27.8% | 0.10% | +17.2% |
| Q4 2021 | $12,331,000 | +197.6% | 283,014 | +184.7% | 0.09% | +163.6% |
| Q2 2021 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $4,143,000 | 0.0% | 99,420 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $4,143,000 | – | 99,420 | – | 0.03% | – |
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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% |