WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 86 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $205,000 | -8.9% | 5,154 | 0.0% | 0.08% | -20.2% |
Q4 2021 | $225,000 | +7.7% | 5,154 | 0.0% | 0.10% | -2.8% |
Q3 2021 | $209,000 | -2.8% | 5,154 | 0.0% | 0.11% | -3.6% |
Q2 2021 | $215,000 | +7.5% | 5,154 | +100.0% | 0.11% | -2.6% |
Q1 2021 | $200,000 | -3.8% | 2,577 | -5.6% | 0.11% | -12.3% |
Q4 2020 | $208,000 | -26.8% | 2,731 | -36.6% | 0.13% | -22.6% |
Q4 2019 | $284,000 | +15.9% | 4,310 | 0.0% | 0.17% | +1.8% |
Q3 2019 | $245,000 | -2.8% | 4,310 | 0.0% | 0.16% | -3.5% |
Q2 2019 | $252,000 | +4.6% | 4,310 | 0.0% | 0.17% | -2.3% |
Q1 2019 | $241,000 | – | 4,310 | – | 0.18% | – |
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% |