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 | $25,449,379 | -1.9% | 760,819 | +5.1% | 0.01% | 0.0% |
| Q2 2023 | $25,938,682 | +39.0% | 724,140 | +37.6% | 0.01% | +40.0% |
| Q1 2023 | $18,660,247 | +319.5% | 526,084 | +281.1% | 0.01% | +400.0% |
| Q4 2022 | $4,448,178 | -0.4% | 138,035 | -15.0% | 0.00% | 0.0% |
| Q3 2022 | $4,465,000 | -32.4% | 162,427 | -22.1% | 0.00% | -50.0% |
| Q2 2022 | $6,605,000 | -39.7% | 208,424 | -24.4% | 0.00% | -33.3% |
| Q1 2022 | $10,955,000 | -21.2% | 275,803 | -13.6% | 0.00% | 0.0% |
| Q4 2021 | $13,906,000 | +8.9% | 319,174 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $12,773,000 | +0.9% | 315,699 | +3.9% | 0.00% | 0.0% |
| Q2 2021 | $12,664,000 | +42.7% | 303,874 | +165.7% | 0.00% | +50.0% |
| Q1 2021 | $8,877,000 | +2.9% | 114,347 | +0.9% | 0.00% | 0.0% |
| Q4 2020 | $8,628,000 | -15.9% | 113,326 | -26.4% | 0.00% | -33.3% |
| Q3 2020 | $10,259,000 | +34.5% | 153,919 | +27.3% | 0.00% | +50.0% |
| Q2 2020 | $7,628,000 | +31.8% | 120,931 | +10.5% | 0.00% | 0.0% |
| Q1 2020 | $5,787,000 | +52.6% | 109,474 | +90.0% | 0.00% | +100.0% |
| Q4 2019 | $3,792,000 | +22.5% | 57,629 | +8.4% | 0.00% | 0.0% |
| Q3 2019 | $3,095,000 | -3.0% | 53,179 | -4.1% | 0.00% | 0.0% |
| Q2 2019 | $3,191,000 | +2.6% | 55,469 | -0.4% | 0.00% | 0.0% |
| Q1 2019 | $3,109,000 | +4.0% | 55,699 | -8.0% | 0.00% | 0.0% |
| Q4 2018 | $2,988,000 | +151.1% | 60,559 | +191.1% | 0.00% | – |
| Q3 2018 | $1,190,000 | -54.1% | 20,805 | -54.2% | 0.00% | -100.0% |
| Q2 2018 | $2,594,000 | +18.8% | 45,434 | +24.0% | 0.00% | 0.0% |
| Q1 2018 | $2,183,000 | +44.3% | 36,634 | +43.3% | 0.00% | – |
| Q4 2017 | $1,513,000 | +2.7% | 25,563 | -2.0% | 0.00% | – |
| Q3 2017 | $1,473,000 | +43.4% | 26,079 | +35.3% | 0.00% | – |
| Q2 2017 | $1,027,000 | -33.0% | 19,270 | -37.0% | 0.00% | – |
| Q1 2017 | $1,533,000 | -62.3% | 30,573 | -65.4% | 0.00% | -100.0% |
| Q4 2016 | $4,069,000 | -33.6% | 88,350 | -29.0% | 0.00% | -50.0% |
| Q3 2016 | $6,130,000 | +5.3% | 124,520 | +1.1% | 0.00% | 0.0% |
| Q2 2016 | $5,820,000 | +96.6% | 123,221 | +94.9% | 0.00% | +100.0% |
| Q1 2016 | $2,960,000 | +27.1% | 63,231 | +22.9% | 0.00% | 0.0% |
| Q4 2015 | $2,329,000 | +3539.1% | 51,447 | +3380.9% | 0.00% | – |
| Q3 2015 | $64,000 | -37.3% | 1,478 | -26.4% | 0.00% | – |
| Q2 2015 | $102,000 | -51.4% | 2,008 | -51.0% | 0.00% | – |
| Q1 2015 | $210,000 | +228.1% | 4,100 | +215.4% | 0.00% | – |
| Q4 2014 | $64,000 | -11.1% | 1,300 | -8.2% | 0.00% | – |
| Q3 2014 | $72,000 | -5.3% | 1,416 | +0.1% | 0.00% | – |
| Q2 2014 | $76,000 | +2.7% | 1,415 | -2.1% | 0.00% | – |
| Q1 2014 | $74,000 | -21.3% | 1,445 | -22.1% | 0.00% | – |
| Q4 2013 | $94,000 | -9.6% | 1,854 | -12.9% | 0.00% | – |
| Q3 2013 | $104,000 | -1.9% | 2,128 | -5.3% | 0.00% | – |
| Q2 2013 | $106,000 | – | 2,247 | – | 0.00% | – |
Download | ||||||
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% |