WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 74 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,082,376 | +8.6% | 437,113 | +8.1% | 4.10% | +2.1% |
| Q1 2024 | $15,725,288 | +8.7% | 404,353 | +3.3% | 4.01% | +1.4% |
| Q4 2023 | $14,473,262 | +10.3% | 391,275 | -0.3% | 3.96% | -10.6% |
| Q3 2023 | $13,125,412 | -6.7% | 392,389 | -0.1% | 4.42% | -5.1% |
| Q2 2023 | $14,074,000 | +4.4% | 392,909 | +3.3% | 4.66% | -5.1% |
| Q1 2023 | $13,485,942 | +54.8% | 380,207 | +19.9% | 4.92% | +19.4% |
| Q4 2022 | $8,713,698 | -0.0% | 316,977 | 0.0% | 4.12% | +0.5% |
| Q3 2022 | $8,714,000 | +32.7% | 316,977 | +51.1% | 4.10% | +15.2% |
| Q2 2022 | $6,568,000 | +39.8% | 209,711 | +77.3% | 3.56% | +52.3% |
| Q1 2022 | $4,698,000 | +30.4% | 118,271 | +43.0% | 2.34% | +29.4% |
| Q4 2021 | $3,604,000 | +178.5% | 82,718 | +158.6% | 1.80% | +146.6% |
| Q3 2021 | $1,294,000 | +13.2% | 31,983 | +18.5% | 0.73% | +14.6% |
| Q2 2021 | $1,143,000 | +44.1% | 26,990 | +164.2% | 0.64% | +22.2% |
| Q1 2021 | $793,000 | +279.4% | 10,215 | +271.6% | 0.52% | +235.3% |
| Q4 2020 | $209,000 | – | 2,749 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cyr Financial Inc. | 161,346 | $6,305,394 | 6.30% |
| 360 Financial, Inc. | 411,235 | $16,071,063 | 6.07% |
| Key FInancial Inc | 437,113 | $17,082,376 | 4.10% |
| ShoreHaven Wealth Partners, LLC | 186,113 | $7,273,312 | 3.82% |
| CEDRUS LLC | 185,171 | $7,236,488 | 3.62% |
| Legacy Financial Advisors, Inc. | 481,554 | $18,819,139 | 3.35% |
| Integrity Financial Corp /WA | 85,080 | $3,324,926 | 2.08% |
| Cerro Pacific Wealth Advisors LLC | 87,927 | $3,436,201 | 1.31% |
| Vertex Planning Partners, LLC | 122,279 | $4,778,660 | 1.24% |
| Collaborative Wealth Managment Inc. | 57,123 | $2,232,367 | 1.09% |