WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 360 Financial, Inc. | 380,781 | $12,622,896 | 7.85% |
| Key FInancial Inc | 392,389 | $13,125,412 | 4.42% |
| ShoreHaven Wealth Partners, LLC | 187,622 | $6,275,944 | 4.32% |
| Legacy Financial Advisors, Inc. | 443,461 | $14,833,786 | 2.97% |
| Systelligence, LLC | 231,367 | $7,739,226 | 2.17% |
| FFG RETIREMENT ADVISORS LLC | 58,666 | $1,962,378 | 1.63% |
| Collaborative Wealth Managment Inc. | 70,954 | $2,373,411 | 1.42% |
| KWB Wealth | 180,691 | $6,472,363 | 1.04% |
| Breakwater Capital Group | 80,227 | $2,611,389 | 0.90% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,023 | $937,369 | 0.86% |