WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 78 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $735,590 | -64.0% | 20,738 | -67.3% | 0.01% | -68.4% |
| Q4 2022 | $2,042,426 | +19.6% | 63,380 | +2.0% | 0.02% | -44.1% |
| Q3 2022 | $1,708,000 | -41.2% | 62,135 | -32.2% | 0.03% | -26.1% |
| Q2 2022 | $2,906,000 | -1.8% | 91,709 | +23.2% | 0.05% | +9.5% |
| Q1 2022 | $2,958,000 | +656.5% | 74,468 | +730.4% | 0.04% | +600.0% |
| Q4 2021 | $391,000 | -4.2% | 8,968 | -11.1% | 0.01% | 0.0% |
| Q3 2021 | $408,000 | -36.1% | 10,085 | -34.1% | 0.01% | -40.0% |
| Q2 2021 | $638,000 | +47.7% | 15,315 | +175.4% | 0.01% | +11.1% |
| Q1 2021 | $432,000 | +62.4% | 5,560 | +59.1% | 0.01% | +80.0% |
| Q4 2020 | $266,000 | – | 3,495 | – | 0.01% | – |
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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% |