WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,379 | -37.4% | 13,016 | -33.8% | 0.00% | 0.0% |
| Q2 2023 | $695,036 | -2.3% | 19,672 | -1.8% | 0.00% | 0.0% |
| Q1 2023 | $711,544 | +14.5% | 20,029 | +3.9% | 0.00% | 0.0% |
| Q4 2022 | $621,672 | +98.6% | 19,286 | +68.8% | 0.00% | 0.0% |
| Q3 2022 | $313,000 | -12.8% | 11,423 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $359,000 | +10.8% | 11,351 | -14.6% | 0.00% | 0.0% |
| Q1 2022 | $324,000 | -34.0% | 13,299 | +17.7% | 0.00% | 0.0% |
| Q4 2021 | $491,000 | -13.7% | 11,301 | -19.4% | 0.00% | 0.0% |
| Q3 2021 | $569,000 | +4.2% | 14,017 | +6.9% | 0.00% | 0.0% |
| Q2 2021 | $546,000 | -23.6% | 13,109 | +43.3% | 0.00% | -50.0% |
| Q1 2021 | $715,000 | +24.3% | 9,148 | +21.4% | 0.00% | 0.0% |
| Q4 2020 | $575,000 | +88.5% | 7,535 | +64.6% | 0.00% | +100.0% |
| Q3 2020 | $305,000 | +202.0% | 4,579 | +186.2% | 0.00% | – |
| Q2 2020 | $101,000 | -15.1% | 1,600 | -29.0% | 0.00% | – |
| Q1 2020 | $119,000 | – | 2,254 | – | 0.00% | – |
Download | ||||||
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% |