WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $367,719 | +10.9% | 9,941 | +0.3% | 0.19% | -2.5% |
| Q3 2023 | $331,590 | -6.3% | 9,913 | +0.3% | 0.20% | -20.2% |
| Q2 2023 | $353,856 | +1.8% | 9,879 | +0.8% | 0.25% | -6.1% |
| Q1 2023 | $347,551 | +10.6% | 9,798 | +0.5% | 0.26% | +1.2% |
| Q4 2022 | $314,315 | +17.7% | 9,754 | +0.4% | 0.26% | +5.7% |
| Q3 2022 | $267,000 | -11.9% | 9,716 | +1.5% | 0.25% | -11.5% |
| Q2 2022 | $303,000 | -49.3% | 9,577 | -36.4% | 0.28% | -36.7% |
| Q1 2022 | $598,000 | -9.5% | 15,055 | -0.8% | 0.44% | -11.5% |
| Q4 2021 | $661,000 | – | 15,179 | – | 0.50% | – |
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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% |