WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,137,542 | +0.6% | 93,815 | +8.0% | 0.16% | 0.0% |
| Q1 2023 | $3,119,588 | +20.6% | 86,861 | +8.2% | 0.16% | +30.8% |
| Q4 2022 | $2,586,638 | +41.0% | 80,268 | +20.3% | 0.12% | +9.1% |
| Q3 2022 | $1,835,000 | -20.6% | 66,746 | -8.5% | 0.11% | -17.9% |
| Q2 2022 | $2,311,000 | -9.1% | 72,924 | +13.9% | 0.13% | +44.1% |
| Q1 2022 | $2,542,000 | +3.6% | 64,006 | +13.7% | 0.09% | +3.3% |
| Q4 2021 | $2,453,000 | – | 56,299 | – | 0.09% | – |
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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% |