WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 80 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $485,000 | -60.6% | 12,211 | -56.8% | 0.05% | -60.3% |
| Q4 2021 | $1,232,000 | +20.0% | 28,281 | +11.4% | 0.12% | +6.1% |
| Q3 2021 | $1,027,000 | +3.5% | 25,395 | +6.7% | 0.11% | +0.9% |
| Q2 2021 | $992,000 | +16.3% | 23,791 | +116.4% | 0.11% | +3.7% |
| Q1 2021 | $853,000 | +23.4% | 10,992 | +21.2% | 0.11% | -6.8% |
| Q4 2020 | $691,000 | +32.6% | 9,071 | +17.8% | 0.12% | +17.0% |
| Q3 2020 | $521,000 | +126.5% | 7,703 | +119.0% | 0.10% | +92.3% |
| Q2 2020 | $230,000 | – | 3,518 | – | 0.05% | – |
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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% |