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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,183,692 | -20.1% | 167,172 | -27.7% | 1.69% | -22.4% |
| Q3 2023 | $7,739,226 | -7.3% | 231,367 | -0.7% | 2.17% | -17.6% |
| Q2 2023 | $8,348,675 | +163.3% | 233,073 | +160.7% | 2.64% | +224.2% |
| Q1 2023 | $3,170,663 | +5.8% | 89,390 | -3.9% | 0.81% | +4.2% |
| Q4 2022 | $2,997,473 | +0.8% | 93,017 | -14.1% | 0.78% | -14.2% |
| Q3 2022 | $2,975,000 | -65.3% | 108,223 | -60.0% | 0.91% | -63.5% |
| Q2 2022 | $8,584,000 | -16.7% | 270,884 | +4.4% | 2.49% | +12.0% |
| Q1 2022 | $10,303,000 | – | 259,384 | – | 2.22% | – |
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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% |