WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 87 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,236,488 | +5.6% | 185,171 | +5.1% | 3.62% | -3.3% |
| Q1 2024 | $6,853,063 | +15.1% | 176,216 | +9.5% | 3.74% | +1.5% |
| Q4 2023 | $5,954,777 | +18.5% | 160,983 | +7.1% | 3.69% | +3.2% |
| Q3 2023 | $5,025,764 | +3.9% | 150,247 | +11.3% | 3.57% | +4.7% |
| Q2 2023 | $4,835,356 | -3.7% | 134,990 | -4.7% | 3.41% | -3.4% |
| Q1 2023 | $5,022,853 | +29.2% | 141,608 | +17.3% | 3.53% | +12.9% |
| Q4 2022 | $3,888,828 | +29.8% | 120,677 | +10.7% | 3.13% | +10.8% |
| Q3 2022 | $2,997,139 | +4.4% | 109,026 | +20.4% | 2.83% | +1.0% |
| Q2 2022 | $2,869,961 | – | 90,563 | – | 2.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cyr Financial Inc. | 161,346 | $6,305,394 | 6.30% |
| 360 Financial, Inc. | 411,235 | $16,071,063 | 6.07% |
| Key FInancial Inc | 437,113 | $17,082,376 | 4.10% |
| ShoreHaven Wealth Partners, LLC | 186,113 | $7,273,312 | 3.82% |
| CEDRUS LLC | 185,171 | $7,236,488 | 3.62% |
| Legacy Financial Advisors, Inc. | 481,554 | $18,819,139 | 3.35% |
| Integrity Financial Corp /WA | 85,080 | $3,324,926 | 2.08% |
| Cerro Pacific Wealth Advisors LLC | 87,927 | $3,436,201 | 1.31% |
| Vertex Planning Partners, LLC | 122,279 | $4,778,660 | 1.24% |
| Collaborative Wealth Managment Inc. | 57,123 | $2,232,367 | 1.09% |