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% | – |
Download | ||||||
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% |