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 | $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 ↓ |
|---|---|---|---|
| Key FInancial Inc | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |