WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 97 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $393,003 | +1.2% | 10,056 | +0.7% | 0.17% | -5.5% |
| Q1 2024 | $388,255 | +5.6% | 9,983 | +0.4% | 0.18% | -5.2% |
| 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 ↓ |
|---|---|---|---|
| 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% |