WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 94 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,829,268 | +2.9% | 84,582 | +10.2% | 0.01% | +14.3% |
| Q2 2023 | $2,748,290 | +53.0% | 76,725 | +51.5% | 0.01% | +75.0% |
| Q1 2023 | $1,796,094 | +262.8% | 50,637 | +487.7% | 0.00% | +33.3% |
| Q3 2018 | $495,000 | +1.0% | 8,616 | +0.3% | 0.00% | 0.0% |
| Q2 2018 | $490,000 | -4.9% | 8,589 | -0.6% | 0.00% | -25.0% |
| Q1 2018 | $515,000 | +24.1% | 8,641 | +23.4% | 0.00% | +33.3% |
| Q4 2017 | $415,000 | +18.6% | 7,003 | +13.0% | 0.00% | 0.0% |
| Q3 2017 | $350,000 | – | 6,197 | – | 0.00% | – |
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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% |