WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 86 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $810,831 | +17.1% | 21,920 | +5.9% | 0.13% | +6.6% |
| Q3 2023 | $692,635 | +127.7% | 20,707 | +143.8% | 0.12% | +34.1% |
| Q2 2023 | $304,197 | -54.5% | 8,492 | -55.0% | 0.09% | -20.9% |
| Q1 2023 | $669,196 | -13.2% | 18,867 | -13.7% | 0.12% | +113.0% |
| Q4 2022 | $771,060 | +16.8% | 21,862 | +9.0% | 0.05% | +12.5% |
| Q3 2022 | $660,000 | +10.4% | 20,050 | +20.2% | 0.05% | +17.1% |
| Q1 2022 | $598,000 | – | 16,679 | – | 0.04% | – |
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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% |