WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 92 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,999 | -6.6% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $409,064 | +1.0% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $405,067 | +10.1% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $368,010 | +17.2% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $314,000 | -13.3% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $362,000 | -20.3% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $454,000 | -8.8% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $498,000 | +7.8% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $462,000 | -2.9% | 11,420 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $476,000 | +7.4% | 11,420 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $443,000 | +1.8% | 5,710 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $435,000 | +14.2% | 5,710 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $381,000 | +5.8% | 5,710 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $360,000 | – | 5,710 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 316,977 | $8,713,698 | 4.12% |
| ShoreHaven Wealth Partners, LLC | 165,301 | $5,326,839 | 3.76% |
| Legacy Financial Advisors, Inc. | 400,518 | $12,906,703 | 2.78% |
| FFG RETIREMENT ADVISORS LLC | 63,719 | $2,053,345 | 1.87% |
| Rooted Wealth Advisors, Inc. | 43,306 | $1,396 | 1.17% |
| Collaborative Wealth Managment Inc. | 51,332 | $1,654,174 | 1.09% |
| Cerro Pacific Wealth Advisors LLC | 51,367 | $1,655,302 | 0.88% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,532 | $1,048,344 | 0.86% |
| Quantitative Advantage, LLC | 161,367 | $5,200,043 | 0.80% |
| SENTINEL PENSION ADVISORS INC | 79,356 | $2,557,255 | 0.80% |