WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 98 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,986 | -22.0% | 6,636 | -16.5% | 0.08% | -25.0% |
| Q2 2023 | $284,522 | +1.2% | 7,943 | +0.2% | 0.10% | -4.6% |
| Q1 2023 | $281,126 | -78.5% | 7,926 | -80.5% | 0.11% | -80.0% |
| Q4 2022 | $1,308,100 | +21.1% | 40,593 | +3.3% | 0.55% | +3.6% |
| Q3 2022 | $1,080,000 | -15.8% | 39,286 | -6.7% | 0.53% | -14.7% |
| Q2 2022 | $1,282,000 | -37.4% | 42,101 | -18.4% | 0.62% | -30.9% |
| Q1 2022 | $2,048,000 | +67.2% | 51,572 | +83.4% | 0.89% | +61.4% |
| Q4 2021 | $1,225,000 | +14.0% | 28,115 | +5.8% | 0.55% | +4.7% |
| Q3 2021 | $1,075,000 | +14.5% | 26,569 | +17.9% | 0.53% | +10.4% |
| Q2 2021 | $939,000 | +163.8% | 22,526 | +391.6% | 0.48% | +116.7% |
| Q1 2021 | $356,000 | – | 4,582 | – | 0.22% | – |
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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% |