American Portfolios Advisors - WISDOMTREE TR ownership

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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%.

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Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$31,284
-13.3%
1,1380.0%0.00%0.0%
Q2 2022$36,063
-20.2%
1,1380.0%0.00%
-50.0%
Q1 2022$45,202
-8.8%
1,1380.0%0.00%0.0%
Q4 2021$49,583
+36.5%
1,138
+26.7%
0.00%
+100.0%
Q3 2021$36,333
+142.2%
898
+149.4%
0.00%0.0%
Q2 2021$15,004
+7.4%
360
+100.0%
0.00%0.0%
Q1 2021$13,973
+2.0%
1800.0%0.00%0.0%
Q4 2020$13,703
+14.2%
1800.0%0.00%0.0%
Q3 2020$11,997
+5.7%
1800.0%0.00%0.0%
Q2 2020$11,354
+19.3%
1800.0%0.00%0.0%
Q1 2020$9,515
-24.3%
180
-5.8%
0.00%0.0%
Q4 2019$12,566
+13.0%
1910.0%0.00%0.0%
Q3 2019$11,119
+1.2%
1910.0%0.00%0.0%
Q2 2019$10,988
+3.1%
1910.0%0.00%0.0%
Q1 2019$10,659
+13.1%
1910.0%0.00%0.0%
Q4 2018$9,422
-13.8%
1910.0%0.00%0.0%
Q3 2018$10,927
-64.4%
191
-64.4%
0.00%
-75.0%
Q2 2018$30,657
-4.9%
537
-0.7%
0.00%
-20.0%
Q1 2018$32,231
+0.5%
541
-0.2%
0.01%0.0%
Q4 2017$32,081–542–0.01%–
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Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 380,781$12,622,8967.85%
Key FInancial Inc 392,389$13,125,4124.42%
ShoreHaven Wealth Partners, LLC 187,622$6,275,9444.32%
Legacy Financial Advisors, Inc. 443,461$14,833,7862.97%
Systelligence, LLC 231,367$7,739,2262.17%
FFG RETIREMENT ADVISORS LLC 58,666$1,962,3781.63%
Collaborative Wealth Managment Inc. 70,954$2,373,4111.42%
KWB Wealth 180,691$6,472,3631.04%
Breakwater Capital Group 80,227$2,611,3890.90%
HOWARD WEALTH MANAGEMENT, LLC 28,023$937,3690.86%
View complete list of WISDOMTREE TR shareholders