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 | $2,427,000 | -8.3% | 61,092 | +0.5% | 1.38% | -23.5% |
| Q4 2021 | $2,648,000 | +9.3% | 60,773 | +1.5% | 1.80% | +2.6% |
| Q3 2021 | $2,422,000 | -8.7% | 59,852 | -6.0% | 1.75% | -6.4% |
| Q2 2021 | $2,654,000 | +1.1% | 63,684 | +88.3% | 1.87% | -6.4% |
| Q1 2021 | $2,625,000 | -2.3% | 33,819 | -4.2% | 2.00% | -10.2% |
| Q4 2020 | $2,688,000 | +27.6% | 35,304 | +11.7% | 2.23% | +9.9% |
| Q3 2020 | $2,107,000 | +11.2% | 31,614 | +5.3% | 2.03% | +5.3% |
| Q2 2020 | $1,894,000 | – | 30,025 | – | 1.93% | – |
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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% |