WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 86 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,869,415 | -1.3% | 623,898 | +5.8% | 0.19% | +1.1% |
| Q2 2023 | $21,137,294 | +8.8% | 589,872 | +7.7% | 0.18% | -1.1% |
| Q1 2023 | $19,425,843 | +4306.8% | 547,669 | +7.8% | 0.19% | +745.5% |
| Q4 2022 | $440,816 | -96.4% | 508,249 | +14.0% | 0.02% | -84.4% |
| Q3 2022 | $12,261,000 | -11.4% | 446,022 | +2.2% | 0.14% | +14.6% |
| Q2 2022 | $13,831,000 | -3.1% | 436,458 | +21.4% | 0.12% | +12.8% |
| Q1 2022 | $14,280,000 | +11.4% | 359,514 | +22.2% | 0.11% | +13.5% |
| Q4 2021 | $12,818,000 | +3.2% | 294,203 | -4.2% | 0.10% | +21.5% |
| Q3 2021 | $12,426,000 | +6.1% | 307,116 | +9.3% | 0.08% | -22.5% |
| Q2 2021 | $11,714,000 | +11.8% | 281,058 | +108.2% | 0.10% | +2.0% |
| Q1 2021 | $10,477,000 | +11.0% | 134,964 | +8.8% | 0.10% | +2.0% |
| Q4 2020 | $9,442,000 | +117.9% | 124,023 | +90.8% | 0.10% | +75.0% |
| Q3 2020 | $4,333,000 | +1016.8% | 65,010 | +958.3% | 0.06% | +1020.0% |
| Q2 2020 | $388,000 | +19.4% | 6,143 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $325,000 | -0.6% | 6,143 | +23.6% | 0.01% | +20.0% |
| Q4 2019 | $327,000 | +58.7% | 4,972 | +40.3% | 0.01% | +66.7% |
| Q3 2019 | $206,000 | -24.5% | 3,545 | -25.4% | 0.00% | -40.0% |
| Q2 2019 | $273,000 | -6.5% | 4,750 | -8.4% | 0.01% | -16.7% |
| Q1 2019 | $292,000 | -7.6% | 5,185 | -19.0% | 0.01% | -25.0% |
| Q4 2018 | $316,000 | +4.6% | 6,403 | +21.4% | 0.01% | +33.3% |
| Q3 2018 | $302,000 | -22.6% | 5,273 | -22.9% | 0.01% | 0.0% |
| Q2 2018 | $390,000 | +57.3% | 6,842 | +63.6% | 0.01% | -40.0% |
| Q4 2017 | $248,000 | +4.2% | 4,183 | -0.9% | 0.01% | +66.7% |
| Q3 2017 | $238,000 | +11.2% | 4,220 | -0.9% | 0.01% | 0.0% |
| Q1 2017 | $214,000 | – | 4,260 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |