WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 86 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $149,000 | -12.9% | 5,426 | +0.4% | 0.08% | -4.5% |
| Q2 2022 | $171,000 | -20.1% | 5,407 | +0.5% | 0.09% | -16.2% |
| Q1 2022 | $214,000 | -8.5% | 5,379 | +0.2% | 0.10% | -6.2% |
| Q4 2021 | $234,000 | +7.8% | 5,367 | 0.0% | 0.11% | -2.6% |
| Q3 2021 | $217,000 | -2.7% | 5,367 | +0.1% | 0.12% | -7.3% |
| Q2 2021 | $223,000 | -6.7% | 5,359 | +74.2% | 0.12% | -16.2% |
| Q1 2021 | $239,000 | +2.1% | 3,077 | +0.1% | 0.15% | -5.1% |
| Q4 2020 | $234,000 | +14.1% | 3,074 | +0.1% | 0.16% | -6.6% |
| Q3 2020 | $205,000 | +6.2% | 3,071 | +0.1% | 0.17% | +7.1% |
| Q2 2020 | $193,000 | +19.1% | 3,067 | +0.1% | 0.16% | -6.0% |
| Q1 2020 | $162,000 | -19.4% | 3,064 | +0.1% | 0.17% | +2.5% |
| Q4 2019 | $201,000 | – | 3,061 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 59,852 | $2,422,000 | 1.75% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 72,634 | $2,938,000 | 1.68% |
| ShoreHaven Wealth Partners, LLC | 78,430 | $3,173,000 | 1.65% |
| SENTINEL PENSION ADVISORS INC | 71,149 | $2,879,000 | 0.98% |
| Quantitative Advantage, LLC | 110,983 | $4,490,000 | 0.76% |
| Key FInancial Inc | 31,983 | $1,294,000 | 0.73% |
| HOWARD WEALTH MANAGEMENT, LLC | 28,117 | $1,137,000 | 0.64% |
| Secure Asset Management, LLC | 31,828 | $1,288,000 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 135,201 | $5,470,000 | 0.57% |
| TFG Advisers LLC | 29,013 | $1,174,000 | 0.57% |