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 | $2,570,164 | -6.6% | 76,836 | 0.0% | 0.05% | -7.1% |
| Q2 2023 | $2,752,266 | +1.0% | 76,836 | 0.0% | 0.06% | -11.1% |
| Q1 2023 | $2,725,373 | +10.1% | 76,836 | 0.0% | 0.06% | -8.7% |
| Q4 2022 | $2,476,040 | +17.2% | 76,836 | 0.0% | 0.07% | +19.0% |
| Q3 2022 | $2,112,000 | -13.3% | 76,836 | 0.0% | 0.06% | -21.6% |
| Q2 2022 | $2,435,000 | -20.2% | 76,836 | 0.0% | 0.07% | +1.4% |
| Q1 2022 | $3,052,000 | -8.8% | 76,836 | 0.0% | 0.07% | -5.2% |
| Q4 2021 | $3,348,000 | +7.7% | 76,836 | 0.0% | 0.08% | -7.2% |
| Q3 2021 | $3,109,000 | -2.9% | 76,836 | 0.0% | 0.08% | -11.7% |
| Q2 2021 | $3,202,000 | – | 76,836 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |