WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 80 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,629,751 | -10.0% | 78,617 | -3.7% | 0.64% | -9.5% |
| Q2 2023 | $2,923,351 | +6.0% | 81,612 | +4.9% | 0.71% | +1.3% |
| Q1 2023 | $2,757,136 | +7.8% | 77,819 | -1.9% | 0.70% | -12.8% |
| Q4 2022 | $2,557,255 | +23.4% | 79,356 | +5.2% | 0.80% | +10.9% |
| Q3 2022 | $2,073,000 | -9.0% | 75,417 | +4.9% | 0.72% | -5.6% |
| Q2 2022 | $2,279,000 | -20.8% | 71,901 | -0.8% | 0.77% | -21.5% |
| Q1 2022 | $2,879,000 | -8.1% | 72,478 | +0.8% | 0.98% | -1.1% |
| Q4 2021 | $3,134,000 | +8.9% | 71,927 | +1.1% | 0.99% | +0.7% |
| Q3 2021 | $2,879,000 | +2.4% | 71,149 | +5.5% | 0.98% | -0.4% |
| Q2 2021 | $2,811,000 | -63.8% | 67,452 | -49.4% | 0.98% | -65.5% |
| Q1 2021 | $7,768,000 | +208.3% | 133,247 | +302.5% | 2.85% | +209.1% |
| Q4 2020 | $2,520,000 | +19.8% | 33,103 | +4.9% | 0.92% | +13.4% |
| Q3 2020 | $2,104,000 | +15.7% | 31,561 | +9.5% | 0.81% | +7.1% |
| Q2 2020 | $1,818,000 | +20.2% | 28,820 | +0.8% | 0.76% | +3.3% |
| Q1 2020 | $1,512,000 | -12.6% | 28,602 | +8.8% | 0.74% | -34.6% |
| Q4 2019 | $1,729,000 | – | 26,284 | – | 1.12% | – |
Download | ||||||
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% |