WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,360 | +23.8% | 429,294 | +32.5% | 0.03% | +25.0% |
| Q2 2023 | $11,602 | +7.2% | 323,905 | +6.2% | 0.02% | +4.3% |
| Q1 2023 | $10,819 | +30.9% | 305,029 | +18.9% | 0.02% | +15.0% |
| Q4 2022 | $8,265 | -99.9% | 256,483 | +13.2% | 0.02% | +25.0% |
| Q3 2022 | $6,227,000 | +12.6% | 226,533 | +29.8% | 0.02% | +14.3% |
| Q2 2022 | $5,531,000 | -3.8% | 174,560 | +20.6% | 0.01% | +7.7% |
| Q1 2022 | $5,748,000 | +46.8% | 144,725 | +61.0% | 0.01% | +44.4% |
| Q4 2021 | $3,916,000 | +17.0% | 89,886 | +8.7% | 0.01% | +12.5% |
| Q3 2021 | $3,346,000 | +173.4% | 82,713 | +181.6% | 0.01% | +166.7% |
| Q2 2021 | $1,224,000 | +369.0% | 29,374 | +771.6% | 0.00% | +200.0% |
| Q1 2021 | $261,000 | – | 3,370 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |