WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 98 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,048 | +1.0% | 5,864 | 0.0% | 0.04% | -4.8% |
| Q1 2023 | $207,996 | -10.7% | 5,864 | 0.0% | 0.04% | -12.5% |
| Q1 2022 | $233,000 | -8.6% | 5,864 | 0.0% | 0.05% | -11.1% |
| Q4 2021 | $255,000 | +7.6% | 5,864 | 0.0% | 0.05% | -1.8% |
| Q3 2021 | $237,000 | -2.9% | 5,864 | 0.0% | 0.06% | -8.3% |
| Q2 2021 | $244,000 | +7.0% | 5,864 | +100.0% | 0.06% | 0.0% |
| Q1 2021 | $228,000 | +2.2% | 2,932 | 0.0% | 0.06% | -4.8% |
| Q4 2020 | $223,000 | – | 2,932 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 230,806 | $11,695,000 | 3.56% |
| PATTON ALBERTSON MILLER GROUP, LLC | 22,173 | $1,139,000 | 0.59% |
| Brinker Capital Investments, LLC | 104,087 | $5,275,000 | 0.20% |
| M Holdings Securities, Inc. | 2,628 | $133,000 | 0.07% |
| Atria Investments, Inc | 4,666 | $236,000 | 0.02% |
| NEXT Financial Group, Inc | 1,246 | $63,000 | 0.01% |
| JANE STREET GROUP, LLC | 9,915 | $502,000 | 0.01% |
| LPL Financial LLC | 10,619 | $532,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,660 | $84,000 | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 148 | $7,000 | 0.00% |