WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 95 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $6,478,218 | +4.8% | 166,578 | -0.4% | 1.69% | +0.4% |
| 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 ↓ |
|---|---|---|---|
| Royal Fund Management, LLC | 37,262 | $2,127,000 | 0.70% |
| B. Riley Financial, Inc. | 12,222 | $698,000 | 0.18% |
| 3D ASSET MANAGEMENT, INC | 11,054 | $631,000 | 0.15% |
| Squar Milner Financial Services LLC | 2,385 | $136,000 | 0.12% |
| Jacobi Capital Management LLC | 541 | $31,000 | 0.01% |
| Carroll Financial Associates, Inc. | 1,219 | $69,000 | 0.01% |
| Private Advisor Group, LLC | 6,842 | $390,000 | 0.01% |
| Chicago Partners Investment Group LLC | 522 | $30,000 | 0.01% |
| American Portfolios Advisors | 537 | $30,657 | 0.00% |
| JANE STREET GROUP, LLC | 20,578 | $1,175,000 | 0.00% |