WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 98 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
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 360 Financial, Inc. | 380,781 | $12,622,896 | 7.85% |
| Key FInancial Inc | 392,389 | $13,125,412 | 4.42% |
| ShoreHaven Wealth Partners, LLC | 187,622 | $6,275,944 | 4.32% |
| Legacy Financial Advisors, Inc. | 443,461 | $14,833,786 | 2.97% |
| Systelligence, LLC | 231,367 | $7,739,226 | 2.17% |
| FFG RETIREMENT ADVISORS LLC | 58,666 | $1,962,378 | 1.63% |
| Collaborative Wealth Managment Inc. | 70,954 | $2,373,411 | 1.42% |
| KWB Wealth | 180,691 | $6,472,363 | 1.04% |
| Breakwater Capital Group | 80,227 | $2,611,389 | 0.90% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,023 | $937,369 | 0.86% |