WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 78 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |