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 | $3,178 | -96.1% | 95 | -95.9% | 0.00% | – |
| Q2 2023 | $82,386 | -50.4% | 2,300 | -50.9% | 0.00% | – |
| Q1 2023 | $166,070 | +39534.8% | 4,682 | +35915.4% | 0.00% | – |
| Q4 2022 | $419 | – | 13 | +1200.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
| Q2 2022 | $29,000 | -31.0% | 932 | -13.1% | 0.00% | – |
| Q1 2022 | $42,000 | -6.7% | 1,072 | +2.8% | 0.00% | – |
| Q4 2021 | $45,000 | +9.8% | 1,043 | +2.2% | 0.00% | – |
| Q3 2021 | $41,000 | +583.3% | 1,021 | +571.7% | 0.00% | – |
| Q2 2021 | $6,000 | -14.3% | 152 | +68.9% | 0.00% | – |
| Q1 2021 | $7,000 | -70.8% | 90 | -76.0% | 0.00% | – |
| Q2 2020 | $24,000 | +300.0% | 375 | +253.8% | 0.00% | – |
| Q1 2020 | $6,000 | – | 106 | +5200.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 209,711 | $6,568,000 | 3.56% |
| ShoreHaven Wealth Partners, LLC | 130,182 | $4,125,000 | 2.96% |
| Legacy Financial Advisors, Inc. | 317,322 | $10,056,000 | 2.50% |
| Systelligence, LLC | 270,884 | $8,584,000 | 2.49% |
| January Capital Advisors LLC | 46,174 | $1,463,000 | 1.30% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,928 | $1,043,000 | 1.10% |
| SENTINEL PENSION ADVISORS INC | 71,901 | $2,279,000 | 0.77% |
| Quantitative Advantage, LLC | 131,791 | $4,176,000 | 0.72% |
| Collaborative Wealth Managment Inc. | 34,432 | $1,091,000 | 0.72% |
| Bridge Advisory, LLC | 42,101 | $1,282,000 | 0.62% |