WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,325,974 | +27.4% | 816,920 | +36.4% | 0.01% | +28.6% |
| Q2 2023 | $21,452,598 | +22.7% | 598,900 | +21.5% | 0.01% | +16.7% |
| Q1 2023 | $17,483,979 | +147.8% | 492,923 | +125.2% | 0.01% | +100.0% |
| Q4 2022 | $7,055,018 | +20.5% | 218,896 | +2.7% | 0.00% | 0.0% |
| Q3 2022 | $5,857,000 | -73.2% | 213,051 | -69.1% | 0.00% | -66.7% |
| Q2 2022 | $21,856,000 | +16.0% | 689,664 | +45.4% | 0.01% | +50.0% |
| Q1 2022 | $18,835,000 | +355.2% | 474,182 | +399.2% | 0.01% | +500.0% |
| Q4 2021 | $4,138,000 | +10.1% | 94,982 | +2.2% | 0.00% | 0.0% |
| Q3 2021 | $3,759,000 | -5.4% | 92,909 | -2.5% | 0.00% | 0.0% |
| Q2 2021 | $3,973,000 | +12.2% | 95,330 | +109.0% | 0.00% | 0.0% |
| Q1 2021 | $3,541,000 | +3.8% | 45,616 | +1.8% | 0.00% | 0.0% |
| Q4 2020 | $3,411,000 | -8.4% | 44,806 | -19.8% | 0.00% | 0.0% |
| Q3 2020 | $3,722,000 | +5.6% | 55,834 | -0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,524,000 | +18.5% | 55,861 | -0.7% | 0.00% | 0.0% |
| Q1 2020 | $2,973,000 | -13.6% | 56,242 | +7.5% | 0.00% | 0.0% |
| Q4 2019 | $3,441,000 | +12.3% | 52,302 | -0.6% | 0.00% | 0.0% |
| Q3 2019 | $3,064,000 | -0.9% | 52,627 | -2.1% | 0.00% | 0.0% |
| Q2 2019 | $3,092,000 | +4.0% | 53,751 | +0.9% | 0.00% | 0.0% |
| Q1 2019 | $2,974,000 | +5.9% | 53,290 | -6.3% | 0.00% | 0.0% |
| Q4 2018 | $2,807,000 | -40.0% | 56,893 | -30.4% | 0.00% | -50.0% |
| Q3 2018 | $4,677,000 | -3.9% | 81,760 | -4.1% | 0.00% | 0.0% |
| Q2 2018 | $4,866,000 | -3.3% | 85,243 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $5,031,000 | +3.8% | 84,445 | +3.1% | 0.00% | 0.0% |
| Q4 2017 | $4,847,000 | +20.2% | 81,891 | +14.8% | 0.00% | 0.0% |
| Q3 2017 | $4,031,000 | +28.0% | 71,359 | +20.8% | 0.00% | 0.0% |
| Q2 2017 | $3,148,000 | +12.1% | 59,093 | +5.5% | 0.00% | 0.0% |
| Q1 2017 | $2,808,000 | +21.3% | 55,997 | +11.4% | 0.00% | +100.0% |
| Q4 2016 | $2,314,000 | -5.6% | 50,246 | +0.9% | 0.00% | 0.0% |
| Q3 2016 | $2,452,000 | +58.5% | 49,814 | +52.1% | 0.00% | 0.0% |
| Q2 2016 | $1,547,000 | +0.9% | 32,746 | -0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,533,000 | +3.0% | 32,747 | -0.4% | 0.00% | 0.0% |
| Q4 2015 | $1,489,000 | +6.4% | 32,892 | +2.3% | 0.00% | 0.0% |
| Q3 2015 | $1,400,000 | -9.2% | 32,140 | +6.1% | 0.00% | 0.0% |
| Q2 2015 | $1,542,000 | +18.3% | 30,291 | +18.5% | 0.00% | 0.0% |
| Q1 2015 | $1,303,000 | +69.0% | 25,572 | +64.6% | 0.00% | 0.0% |
| Q4 2014 | $771,000 | – | 15,537 | – | 0.00% | – |
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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% |