WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |