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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |