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 | $2,373,411 | -1.9% | 70,954 | +5.1% | 1.42% | -1.6% |
| Q2 2023 | $2,418,853 | +14.7% | 67,528 | +13.6% | 1.44% | +8.3% |
| Q1 2023 | $2,108,975 | +27.5% | 59,458 | +15.8% | 1.33% | +22.3% |
| Q4 2022 | $1,654,174 | +51.2% | 51,332 | +29.0% | 1.09% | +40.4% |
| Q3 2022 | $1,094,000 | +0.3% | 39,800 | +15.6% | 0.77% | +8.1% |
| Q2 2022 | $1,091,000 | +20.2% | 34,432 | +65.2% | 0.72% | +44.1% |
| Q4 2021 | $908,000 | -12.3% | 20,843 | -20.0% | 0.50% | -16.8% |
| Q1 2021 | $1,035,000 | – | 26,052 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 316,977 | $8,713,698 | 4.12% |
| ShoreHaven Wealth Partners, LLC | 165,301 | $5,326,839 | 3.76% |
| Legacy Financial Advisors, Inc. | 400,518 | $12,906,703 | 2.78% |
| FFG RETIREMENT ADVISORS LLC | 63,719 | $2,053,345 | 1.87% |
| Rooted Wealth Advisors, Inc. | 43,306 | $1,396 | 1.17% |
| Collaborative Wealth Managment Inc. | 51,332 | $1,654,174 | 1.09% |
| Cerro Pacific Wealth Advisors LLC | 51,367 | $1,655,302 | 0.88% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,532 | $1,048,344 | 0.86% |
| Quantitative Advantage, LLC | 161,367 | $5,200,043 | 0.80% |
| SENTINEL PENSION ADVISORS INC | 79,356 | $2,557,255 | 0.80% |