WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,336 | -6.5% | 41,804 | +0.2% | 0.31% | -2.5% |
| Q2 2023 | $1,495,024 | +1.0% | 41,737 | 0.0% | 0.32% | -0.6% |
| Q1 2023 | $1,480,417 | +12.8% | 41,737 | +2.5% | 0.32% | +13.5% |
| Q4 2022 | $1,312,490 | +14.6% | 40,729 | -2.3% | 0.28% | +0.7% |
| Q3 2022 | $1,145,000 | -27.7% | 41,667 | -16.6% | 0.28% | -19.5% |
| Q2 2022 | $1,583,000 | -22.3% | 49,950 | -2.7% | 0.35% | -14.5% |
| Q1 2022 | $2,038,000 | +8.3% | 51,310 | +18.8% | 0.41% | +6.8% |
| Q4 2021 | $1,882,000 | +7.4% | 43,192 | -0.3% | 0.38% | -2.6% |
| Q3 2021 | $1,753,000 | -2.9% | 43,333 | +0.0% | 0.39% | -1.8% |
| Q2 2021 | $1,806,000 | +7.5% | 43,331 | +100.3% | 0.40% | +3.1% |
| Q1 2021 | $1,680,000 | +2.3% | 21,635 | +0.3% | 0.39% | -5.2% |
| Q4 2020 | $1,643,000 | +13.2% | 21,576 | -0.9% | 0.41% | -0.5% |
| Q3 2020 | $1,451,000 | +3.7% | 21,777 | -1.8% | 0.41% | +6.2% |
| Q2 2020 | $1,399,000 | +17.2% | 22,177 | -1.8% | 0.38% | +6.4% |
| Q1 2020 | $1,194,000 | +194.8% | 22,589 | +266.9% | 0.36% | +285.1% |
| Q4 2019 | $405,000 | -43.4% | 6,157 | -50.0% | 0.09% | +8.0% |
| Q3 2019 | $716,000 | +102.3% | 12,314 | +100.0% | 0.09% | +4.8% |
| Q2 2019 | $354,000 | +16.1% | 6,157 | +12.8% | 0.08% | +10.7% |
| Q1 2019 | $305,000 | +18.2% | 5,457 | +4.2% | 0.08% | +4.2% |
| Q4 2018 | $258,000 | +108.1% | 5,238 | +152.2% | 0.07% | +84.6% |
| Q1 2018 | $124,000 | – | 2,077 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |