WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |