WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $937,369 | -8.2% | 28,023 | -1.7% | 0.86% | -2.5% |
Q2 2023 | $1,021,157 | -6.9% | 28,508 | -7.8% | 0.89% | -3.2% |
Q1 2023 | $1,097,194 | +4.7% | 30,933 | -4.9% | 0.92% | +6.4% |
Q4 2022 | $1,048,344 | +15.7% | 32,532 | -1.4% | 0.86% | +34.2% |
Q3 2022 | $906,000 | -13.1% | 32,985 | +0.2% | 0.64% | -42.0% |
Q2 2022 | $1,043,000 | -19.9% | 32,928 | +0.4% | 1.10% | +55.9% |
Q1 2022 | $1,302,000 | -7.1% | 32,799 | +1.9% | 0.71% | -4.2% |
Q4 2021 | $1,402,000 | +23.3% | 32,179 | +14.4% | 0.74% | +16.4% |
Q3 2021 | $1,137,000 | -2.2% | 28,117 | +0.8% | 0.64% | -0.5% |
Q2 2021 | $1,162,000 | +13.3% | 27,895 | +111.0% | 0.64% | +6.5% |
Q1 2021 | $1,026,000 | +56.2% | 13,219 | +53.1% | 0.60% | +46.3% |
Q4 2020 | $657,000 | +8.4% | 8,637 | -5.0% | 0.41% | -5.1% |
Q3 2020 | $606,000 | -12.3% | 9,096 | -17.0% | 0.43% | -23.4% |
Q2 2020 | $691,000 | +1014.5% | 10,961 | +1053.8% | 0.56% | +984.6% |
Q4 2019 | $62,000 | – | 950 | – | 0.05% | – |
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% |