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 | $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 | 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% |