WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 94 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,141 | -18.6% | 14,084 | -12.8% | 0.00% | 0.0% |
| Q2 2023 | $578,459 | +164234.9% | 16,149 | +62.3% | 0.00% | 0.0% |
| Q1 2023 | $352 | +25.7% | 9,950 | +14.1% | 0.00% | +100.0% |
| Q4 2022 | $280 | -99.9% | 8,717 | +4.9% | 0.00% | 0.0% |
| Q3 2022 | $228,000 | -33.5% | 8,311 | -23.3% | 0.00% | -50.0% |
| Q2 2022 | $343,000 | -42.2% | 10,836 | -27.5% | 0.00% | -33.3% |
| Q1 2022 | $593,000 | -56.4% | 14,939 | -52.2% | 0.00% | -50.0% |
| Q4 2021 | $1,361,000 | +15.5% | 31,248 | +7.3% | 0.01% | 0.0% |
| Q3 2021 | $1,178,000 | +29.9% | 29,124 | +33.8% | 0.01% | +20.0% |
| Q2 2021 | $907,000 | +78.5% | 21,770 | +232.2% | 0.01% | +66.7% |
| Q1 2021 | $508,000 | – | 6,554 | – | 0.00% | – |
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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% |