WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
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% |