WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 80 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,071 | +7.1% | 29,889 | +6.1% | 0.23% | -6.8% |
| Q1 2023 | $1,000 | +15.1% | 28,183 | +4.5% | 0.25% | +8.7% |
| Q4 2022 | $869 | -99.9% | 26,965 | +8.0% | 0.23% | +19.9% |
| Q3 2022 | $686,000 | -12.1% | 24,963 | +1.4% | 0.19% | -5.0% |
| Q2 2022 | $780,000 | -17.0% | 24,614 | +4.0% | 0.20% | -39.1% |
| Q1 2022 | $940,000 | -5.5% | 23,661 | +3.6% | 0.33% | +42.9% |
| Q4 2021 | $995,000 | +15.7% | 22,838 | +7.4% | 0.23% | +4.1% |
| Q3 2021 | $860,000 | -11.0% | 21,259 | -8.3% | 0.22% | -12.6% |
| Q2 2021 | $966,000 | +10.3% | 23,183 | +105.5% | 0.25% | +9.0% |
| Q1 2021 | $876,000 | +21.3% | 11,282 | +19.0% | 0.23% | +6.4% |
| Q4 2020 | $722,000 | +20.5% | 9,481 | +5.5% | 0.22% | -11.0% |
| Q3 2020 | $599,000 | – | 8,986 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 316,977 | $8,713,698 | 4.12% |
| ShoreHaven Wealth Partners, LLC | 165,301 | $5,326,839 | 3.76% |
| Legacy Financial Advisors, Inc. | 400,518 | $12,906,703 | 2.78% |
| FFG RETIREMENT ADVISORS LLC | 63,719 | $2,053,345 | 1.87% |
| Rooted Wealth Advisors, Inc. | 43,306 | $1,396 | 1.17% |
| Collaborative Wealth Managment Inc. | 51,332 | $1,654,174 | 1.09% |
| Cerro Pacific Wealth Advisors LLC | 51,367 | $1,655,302 | 0.88% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,532 | $1,048,344 | 0.86% |
| Quantitative Advantage, LLC | 161,367 | $5,200,043 | 0.80% |
| SENTINEL PENSION ADVISORS INC | 79,356 | $2,557,255 | 0.80% |