WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 74 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,279,626 | -11.9% | 127,941 | -5.6% | 0.04% | -14.3% |
| Q2 2023 | $4,856,010 | +6.2% | 135,567 | +5.2% | 0.05% | -2.0% |
| Q1 2023 | $4,572,687 | -40.0% | 128,917 | -45.5% | 0.05% | -26.5% |
| Q4 2022 | $7,618,377 | -99.8% | 236,412 | -6.8% | 0.07% | +83.8% |
| Q3 2022 | $3,489,486,000 | +88510.6% | 253,588 | +104.1% | 0.04% | -7.5% |
| Q2 2022 | $3,938,000 | -11.8% | 124,256 | +10.5% | 0.04% | -14.9% |
| Q1 2022 | $4,466,000 | -3.6% | 112,428 | +5.7% | 0.05% | 0.0% |
| Q4 2021 | $4,634,000 | +7.8% | 106,361 | +0.1% | 0.05% | +9.3% |
| Q3 2021 | $4,299,000 | -2.1% | 106,244 | +0.9% | 0.04% | -14.0% |
| Q2 2021 | $4,390,000 | +7.9% | 105,329 | +100.9% | 0.05% | -3.8% |
| Q1 2021 | $4,069,000 | – | 52,417 | – | 0.05% | – |
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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% |