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 | $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 | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |