WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. 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 ↓ |
---|---|---|---|
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% |