Worth Asset Management, LLC - WISDOMTREE TR ownership

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
Worth Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$24,358
+1.0%
6800.0%0.02%
+5.6%
Q1 2023$24,120
+10.1%
6800.0%0.02%
+20.0%
Q4 2022$21,913
-15.7%
680
-26.9%
0.02%
-21.1%
Q3 2022$26,000
-63.4%
930
-58.3%
0.02%
-61.2%
Q2 2022$71,000
-9.0%
2,230
-5.1%
0.05%
-3.9%
Q1 2022$78,0002,3500.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Royal Fund Management, LLC 37,262$2,127,0000.70%
B. Riley Financial, Inc. 12,222$698,0000.18%
3D ASSET MANAGEMENT, INC 11,054$631,0000.15%
Squar Milner Financial Services LLC 2,385$136,0000.12%
Jacobi Capital Management LLC 541$31,0000.01%
Carroll Financial Associates, Inc. 1,219$69,0000.01%
Private Advisor Group, LLC 6,842$390,0000.01%
Chicago Partners Investment Group LLC 522$30,0000.01%
American Portfolios Advisors 537$30,6570.00%
JANE STREET GROUP, LLC 20,578$1,175,0000.00%
View complete list of WISDOMTREE TR shareholders