WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,833,786 | -1.4% | 443,461 | +5.5% | 2.97% | +5.6% |
Q2 2023 | $15,050,424 | +6.6% | 420,168 | +5.5% | 2.81% | -2.6% |
Q1 2023 | $14,121,871 | +9.4% | 398,135 | -0.6% | 2.88% | +3.7% |
Q4 2022 | $12,906,703 | +23.7% | 400,518 | +5.5% | 2.78% | +11.5% |
Q3 2022 | $10,436,000 | +3.8% | 379,640 | +19.6% | 2.50% | -0.2% |
Q2 2022 | $10,056,000 | -28.4% | 317,322 | -10.2% | 2.50% | -20.8% |
Q1 2022 | $14,035,000 | +17.1% | 353,354 | +28.4% | 3.16% | +14.8% |
Q4 2021 | $11,987,000 | – | 275,119 | – | 2.75% | – |
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% |