WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |