WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 98 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |