WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 94 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,978 | -7.0% | 6,606 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $237,683 | -9.9% | 6,635 | -10.8% | 0.00% | -33.3% |
| Q1 2023 | $263,876 | -43.1% | 7,439 | -48.3% | 0.00% | -40.0% |
| Q4 2022 | $463,431 | -66.3% | 14,381 | -71.3% | 0.01% | -70.6% |
| Q3 2022 | $1,377,000 | -33.4% | 50,094 | -23.3% | 0.02% | -39.3% |
| Q2 2022 | $2,069,000 | – | 65,281 | – | 0.03% | – |
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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% |