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 | $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% | – |
Download | ||||||
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% |