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 | $14,718 | +91887.5% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16 | 0.0% | 440 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $16 | +14.3% | 440 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $14 | -99.9% | 440 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $12,000 | -14.3% | 440 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $14,000 | -17.6% | 440 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -10.5% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | +5.6% | 440 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $18,000 | 0.0% | 440 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $18,000 | +50.0% | 440 | +183.9% | 0.01% | +16.7% |
| Q1 2021 | $12,000 | +71.4% | 155 | +63.2% | 0.01% | +50.0% |
| Q4 2020 | $7,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | – | 95 | – | 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% |