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 | $647,761 | +14.6% | 19,365 | +22.7% | 0.01% | +7.7% |
| Q2 2023 | $565,324 | +54.2% | 15,782 | +52.7% | 0.01% | +30.0% |
| Q1 2023 | $366,623 | -45.0% | 10,336 | -50.1% | 0.01% | -41.2% |
| Q4 2022 | $667,020 | +24.4% | 20,698 | +6.2% | 0.02% | +13.3% |
| Q3 2022 | $536,000 | -27.7% | 19,493 | -16.6% | 0.02% | -21.1% |
| Q2 2022 | $741,000 | -26.6% | 23,381 | -8.0% | 0.02% | -17.4% |
| Q1 2022 | $1,010,000 | +17.0% | 25,426 | +28.4% | 0.02% | +21.1% |
| Q4 2021 | $863,000 | +7.7% | 19,807 | +0.0% | 0.02% | -5.0% |
| Q3 2021 | $801,000 | -0.2% | 19,804 | +2.8% | 0.02% | 0.0% |
| Q2 2021 | $803,000 | +11.5% | 19,264 | +107.6% | 0.02% | 0.0% |
| Q1 2021 | $720,000 | -1.8% | 9,280 | -3.6% | 0.02% | -9.1% |
| Q4 2020 | $733,000 | +2.2% | 9,631 | -10.4% | 0.02% | -8.3% |
| Q3 2020 | $717,000 | +19.1% | 10,752 | +12.6% | 0.02% | +14.3% |
| Q2 2020 | $602,000 | +34.4% | 9,550 | +12.6% | 0.02% | 0.0% |
| Q1 2020 | $448,000 | -15.6% | 8,483 | +5.0% | 0.02% | 0.0% |
| Q4 2019 | $531,000 | +17.5% | 8,077 | +3.9% | 0.02% | +5.0% |
| Q3 2019 | $452,000 | +2.3% | 7,771 | +1.2% | 0.02% | +5.3% |
| Q2 2019 | $442,000 | – | 7,682 | – | 0.02% | – |
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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% |