WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 104 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $164,614 | -1.2% | 4,213 | -1.7% | 0.00% | 0.0% |
| Q1 2024 | $166,617 | +5.1% | 4,284 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $158,476 | -28.3% | 4,284 | -35.1% | 0.00% | -50.0% |
| 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 ↓ |
|---|---|---|---|
| Cyr Financial Inc. | 161,346 | $6,305,394 | 6.30% |
| 360 Financial, Inc. | 411,235 | $16,071,063 | 6.07% |
| Key FInancial Inc | 437,113 | $17,082,376 | 4.10% |
| ShoreHaven Wealth Partners, LLC | 186,113 | $7,273,312 | 3.82% |
| CEDRUS LLC | 185,171 | $7,236,488 | 3.62% |
| Legacy Financial Advisors, Inc. | 481,554 | $18,819,139 | 3.35% |
| Integrity Financial Corp /WA | 85,080 | $3,324,926 | 2.08% |
| Cerro Pacific Wealth Advisors LLC | 87,927 | $3,436,201 | 1.31% |
| Vertex Planning Partners, LLC | 122,279 | $4,778,660 | 1.24% |
| Collaborative Wealth Managment Inc. | 57,123 | $2,232,367 | 1.09% |