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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $111,589 | -41.1% | 3,115 | -41.7% | 0.02% | -27.3% |
| Q1 2023 | $189,596 | -75.5% | 5,345 | -75.6% | 0.02% | -59.3% |
| Q4 2022 | $774,293 | +29.5% | 21,935 | +31.5% | 0.05% | +31.7% |
| Q1 2022 | $598,000 | -3.1% | 16,679 | +11.3% | 0.04% | 0.0% |
| Q4 2021 | $617,000 | +0.3% | 14,984 | +4.3% | 0.04% | 0.0% |
| Q3 2021 | $615,000 | -15.6% | 14,372 | -15.7% | 0.04% | -19.6% |
| Q2 2021 | $729,000 | +5.7% | 17,039 | +97.6% | 0.05% | -5.6% |
| Q1 2021 | $690,000 | +1.6% | 8,625 | -0.3% | 0.05% | -6.9% |
| Q4 2020 | $679,000 | -2.7% | 8,655 | -13.7% | 0.06% | -14.7% |
| Q3 2020 | $698,000 | -4.9% | 10,033 | -8.0% | 0.07% | -10.5% |
| Q2 2020 | $734,000 | – | 10,905 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 316,977 | $8,713,698 | 4.12% |
| ShoreHaven Wealth Partners, LLC | 165,301 | $5,326,839 | 3.76% |
| Legacy Financial Advisors, Inc. | 400,518 | $12,906,703 | 2.78% |
| FFG RETIREMENT ADVISORS LLC | 63,719 | $2,053,345 | 1.87% |
| Rooted Wealth Advisors, Inc. | 43,306 | $1,396 | 1.17% |
| Collaborative Wealth Managment Inc. | 51,332 | $1,654,174 | 1.09% |
| Cerro Pacific Wealth Advisors LLC | 51,367 | $1,655,302 | 0.88% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,532 | $1,048,344 | 0.86% |
| Quantitative Advantage, LLC | 161,367 | $5,200,043 | 0.80% |
| SENTINEL PENSION ADVISORS INC | 79,356 | $2,557,255 | 0.80% |