WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. 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 ↓ |
---|---|---|---|
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% |