WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 94 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |