WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 74 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $342,528 | -1.3% | 10,240 | +5.7% | 0.12% | +1.7% |
Q2 2023 | $347,096 | +5.8% | 9,690 | +4.8% | 0.12% | -0.8% |
Q1 2023 | $328,098 | +35.8% | 9,250 | +23.3% | 0.12% | +30.4% |
Q4 2022 | $241,688 | -17.8% | 7,500 | -30.0% | 0.09% | -25.8% |
Q3 2022 | $294,000 | -13.3% | 10,710 | 0.0% | 0.12% | -6.8% |
Q2 2022 | $339,000 | -20.2% | 10,710 | 0.0% | 0.13% | -8.9% |
Q1 2022 | $425,000 | -6.0% | 10,710 | +3.1% | 0.15% | -1.4% |
Q4 2021 | $452,000 | +9.4% | 10,385 | +1.7% | 0.15% | -0.7% |
Q3 2021 | $413,000 | -2.4% | 10,210 | +0.6% | 0.15% | -3.9% |
Q2 2021 | $423,000 | +29.4% | 10,150 | +140.8% | 0.16% | +21.1% |
Q1 2021 | $327,000 | – | 4,215 | – | 0.13% | – |
Download |
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% |