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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,511,508 | -5.3% | 75,082 | +1.4% | 0.16% | +1.9% |
| Q2 2023 | $2,653,187 | -3.4% | 74,070 | -4.3% | 0.16% | -11.7% |
| Q1 2023 | $2,746,584 | -5.0% | 77,434 | -13.7% | 0.18% | -16.3% |
| Q4 2022 | $2,890,421 | +14.2% | 89,695 | -2.6% | 0.22% | -12.6% |
| Q3 2022 | $2,532,000 | -18.6% | 92,111 | -6.2% | 0.25% | -16.0% |
| Q2 2022 | $3,111,000 | -27.5% | 98,161 | -9.2% | 0.29% | -12.8% |
| Q1 2022 | $4,293,000 | -18.0% | 108,072 | -10.1% | 0.34% | -15.8% |
| Q4 2021 | $5,235,000 | -4.3% | 120,152 | -11.1% | 0.40% | -29.9% |
| Q3 2021 | $5,470,000 | -57.2% | 135,201 | -55.9% | 0.57% | -35.6% |
| Q2 2021 | $12,777,000 | +3.9% | 306,563 | +93.6% | 0.88% | -7.4% |
| Q1 2021 | $12,293,000 | +14.3% | 158,355 | +12.1% | 0.96% | +10.7% |
| Q4 2020 | $10,758,000 | +3.1% | 141,314 | -9.7% | 0.86% | +7.5% |
| Q3 2020 | $10,430,000 | +7.6% | 156,483 | +1.9% | 0.80% | +7.1% |
| Q2 2020 | $9,696,000 | +1094.1% | 153,619 | +893.5% | 0.75% | +673.2% |
| Q1 2020 | $812,000 | – | 15,463 | – | 0.10% | – |
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% |