Gateway Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 99 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$220,202
-0.4%
6,583
+6.7%
0.04%0.0%
Q2 2023$221,081
-4.3%
6,172
-5.2%
0.04%
+11.1%
Q1 2023$230,980
+10.1%
6,5120.0%0.04%0.0%
Q4 2022$209,8496,5120.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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