WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 104 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,314,997 | +13.1% | 136,003 | +12.6% | 0.03% | -3.2% |
| Q1 2024 | $4,698,864 | -3.8% | 120,824 | -8.5% | 0.03% | -22.5% |
| Q4 2023 | $4,885,187 | +14.1% | 132,068 | +3.2% | 0.04% | -4.8% |
| 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 ↓ |
|---|---|---|---|
| Cyr Financial Inc. | 161,346 | $6,305,394 | 6.30% |
| 360 Financial, Inc. | 411,235 | $16,071,063 | 6.07% |
| Key FInancial Inc | 437,113 | $17,082,376 | 4.10% |
| ShoreHaven Wealth Partners, LLC | 186,113 | $7,273,312 | 3.82% |
| CEDRUS LLC | 185,171 | $7,236,488 | 3.62% |
| Legacy Financial Advisors, Inc. | 481,554 | $18,819,139 | 3.35% |
| Integrity Financial Corp /WA | 85,080 | $3,324,926 | 2.08% |
| Cerro Pacific Wealth Advisors LLC | 87,927 | $3,436,201 | 1.31% |
| Vertex Planning Partners, LLC | 122,279 | $4,778,660 | 1.24% |
| Collaborative Wealth Managment Inc. | 57,123 | $2,232,367 | 1.09% |