WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 80 filers reported holding WISDOMTREE TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |