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 | $38,047,610 | -19.3% | 1,137,447 | -13.5% | 0.00% | -20.0% |
| Q2 2023 | $47,118,654 | +7.6% | 1,315,429 | +6.5% | 0.01% | +25.0% |
| Q1 2023 | $43,796,843 | +75.5% | 1,234,757 | +59.4% | 0.00% | +33.3% |
| Q4 2022 | $24,958,528 | +7.6% | 774,508 | -8.2% | 0.00% | 0.0% |
| Q3 2022 | $23,205,000 | -32.0% | 844,118 | -21.6% | 0.00% | -25.0% |
| Q2 2022 | $34,134,000 | -21.1% | 1,077,121 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $43,239,000 | +2.1% | 1,088,589 | +12.0% | 0.00% | 0.0% |
| Q4 2021 | $42,333,000 | -14.3% | 971,619 | -20.5% | 0.00% | -20.0% |
| Q3 2021 | $49,420,000 | -1.5% | 1,221,428 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $50,148,000 | +2.1% | 1,203,250 | +90.2% | 0.01% | -16.7% |
| Q1 2021 | $49,110,000 | +11.5% | 632,622 | +9.4% | 0.01% | 0.0% |
| Q4 2020 | $44,034,000 | +25.1% | 578,408 | +9.6% | 0.01% | +20.0% |
| Q3 2020 | $35,190,000 | +89.3% | 527,968 | +79.2% | 0.01% | +66.7% |
| Q2 2020 | $18,586,000 | +91.7% | 294,647 | +60.6% | 0.00% | +50.0% |
| Q1 2020 | $9,697,000 | -1.6% | 183,450 | +22.4% | 0.00% | +100.0% |
| Q4 2019 | $9,857,000 | +19.5% | 149,821 | +5.7% | 0.00% | 0.0% |
| Q3 2019 | $8,251,000 | +3.2% | 141,730 | +1.9% | 0.00% | 0.0% |
| Q2 2019 | $7,998,000 | +0.9% | 139,033 | -2.1% | 0.00% | 0.0% |
| Q1 2019 | $7,924,000 | +9.7% | 142,001 | -3.1% | 0.00% | 0.0% |
| Q4 2018 | $7,226,000 | -20.6% | 146,494 | -7.9% | 0.00% | 0.0% |
| Q3 2018 | $9,097,000 | +0.7% | 159,004 | +0.5% | 0.00% | 0.0% |
| Q2 2018 | $9,034,000 | -6.5% | 158,239 | -2.4% | 0.00% | -50.0% |
| Q1 2018 | $9,662,000 | +18.2% | 162,190 | +17.4% | 0.00% | +100.0% |
| Q4 2017 | $8,174,000 | +15.9% | 138,106 | +10.7% | 0.00% | 0.0% |
| Q3 2017 | $7,051,000 | +14.6% | 124,813 | +8.1% | 0.00% | 0.0% |
| Q2 2017 | $6,152,000 | +16.1% | 115,490 | +9.3% | 0.00% | 0.0% |
| Q1 2017 | $5,297,000 | +26.9% | 105,648 | +16.6% | 0.00% | 0.0% |
| Q4 2016 | $4,173,000 | +1.2% | 90,594 | +8.2% | 0.00% | 0.0% |
| Q3 2016 | $4,123,000 | +2.5% | 83,741 | -1.7% | 0.00% | 0.0% |
| Q2 2016 | $4,022,000 | -38.3% | 85,149 | -38.9% | 0.00% | -50.0% |
| Q1 2016 | $6,520,000 | +0.3% | 139,291 | -3.0% | 0.00% | 0.0% |
| Q4 2015 | $6,503,000 | +204.9% | 143,656 | +193.3% | 0.00% | +100.0% |
| Q3 2015 | $2,133,000 | -5.3% | 48,985 | +10.7% | 0.00% | 0.0% |
| Q2 2015 | $2,253,000 | -2.8% | 44,261 | -2.7% | 0.00% | 0.0% |
| Q1 2015 | $2,317,000 | -0.3% | 45,480 | -2.9% | 0.00% | 0.0% |
| Q4 2014 | $2,323,000 | -13.4% | 46,820 | -11.5% | 0.00% | 0.0% |
| Q3 2014 | $2,682,000 | +10.3% | 52,922 | +16.5% | 0.00% | 0.0% |
| Q2 2014 | $2,431,000 | +47.2% | 45,416 | +41.8% | 0.00% | 0.0% |
| Q1 2014 | $1,652,000 | +55.8% | 32,017 | +53.6% | 0.00% | – |
| Q4 2013 | $1,060,000 | +679.4% | 20,850 | +658.2% | 0.00% | – |
| Q3 2013 | $136,000 | -58.4% | 2,750 | -60.1% | 0.00% | – |
| Q2 2013 | $327,000 | – | 6,897 | – | 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% |