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 ↓ |
|---|---|---|---|
| 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% |