WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,220 | +4.4% | 7,600 | +11.8% | 0.00% | 0.0% |
| Q2 2023 | $243,576 | -41.2% | 6,800 | -41.8% | 0.00% | -42.9% |
| Q1 2023 | $414,112 | +817.9% | 11,675 | +733.9% | 0.01% | +600.0% |
| Q4 2022 | $45,115 | +18.7% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | -13.6% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -58.9% | 1,400 | -48.1% | 0.00% | -50.0% |
| Q1 2022 | $107,000 | +75.4% | 2,700 | +92.9% | 0.00% | +100.0% |
| Q4 2021 | $61,000 | +7.0% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $57,000 | +35.7% | 1,400 | +40.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | -100.0% | 1,000 | -37.5% | 0.00% | 0.0% |
| Q1 2021 | $124,208,000 | – | 1,600 | – | 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% |