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 | $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 ↓ |
---|---|---|---|
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% |