WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 74 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,506 | -2.6% | 27,549 | +4.3% | 0.02% | 0.0% |
| Q2 2023 | $945,881 | +370833.7% | 26,406 | +266.8% | 0.02% | +220.0% |
| Q1 2023 | $255 | +16.4% | 7,199 | +6.1% | 0.01% | -16.7% |
| Q4 2022 | $219 | -99.9% | 6,782 | +6.7% | 0.01% | 0.0% |
| Q2 2022 | $201,000 | -85.8% | 6,357 | -82.1% | 0.01% | -86.0% |
| Q1 2022 | $1,412,000 | +18.8% | 35,538 | +30.3% | 0.04% | +22.9% |
| Q4 2021 | $1,189,000 | +19.0% | 27,281 | +10.5% | 0.04% | +6.1% |
| Q3 2021 | $999,000 | +13.3% | 24,696 | +16.7% | 0.03% | +6.5% |
| Q2 2021 | $882,000 | +237.9% | 21,168 | +528.9% | 0.03% | +181.8% |
| Q1 2021 | $261,000 | – | 3,366 | – | 0.01% | – |
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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% |