Lion Street Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lion Street Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$482,973
+1.0%
12,358
-4.4%
0.18%
-8.2%
Q1 2024$478,2070.0%12,9280.0%0.20%
-0.5%
Q4 2023$478,207
+10.7%
12,928
+0.1%
0.20%
+39.0%
Q3 2023$432,176
-18.7%
12,920
+2.2%
0.14%
-21.2%
Q2 2023$531,575
+16.3%
12,642
-1.9%
0.18%
+26.1%
Q1 2023$457,125
+13.6%
12,888
+34.6%
0.14%
-32.7%
Q4 2022$402,569
+53.1%
9,574
-0.2%
0.21%
+61.1%
Q3 2022$263,000
-34.6%
9,593
+0.2%
0.13%
-37.6%
Q2 2022$402,000
+5.5%
9,5740.0%0.21%
+7.7%
Q1 2022$381,000
-8.6%
9,5740.0%0.20%
-4.4%
Q4 2021$417,000
+7.8%
9,574
+0.0%
0.20%
-2.4%
Q3 2021$387,0009,5700.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Royal Fund Management, LLC 37,262$2,127,0000.70%
B. Riley Financial, Inc. 12,222$698,0000.18%
3D ASSET MANAGEMENT, INC 11,054$631,0000.15%
Squar Milner Financial Services LLC 2,385$136,0000.12%
Jacobi Capital Management LLC 541$31,0000.01%
Carroll Financial Associates, Inc. 1,219$69,0000.01%
Private Advisor Group, LLC 6,842$390,0000.01%
Chicago Partners Investment Group LLC 522$30,0000.01%
American Portfolios Advisors 537$30,6570.00%
JANE STREET GROUP, LLC 20,578$1,175,0000.00%
View complete list of WISDOMTREE TR shareholders