WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 189 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $238 | -52.4% | 4,000 | -51.2% | 0.00% | -100.0% |
| Q1 2023 | $500 | -39.7% | 8,200 | -42.7% | 0.00% | 0.0% |
| Q4 2022 | $829 | -99.8% | 14,300 | +142.4% | 0.00% | 0.0% |
| Q3 2021 | $438,000 | -59.9% | 5,900 | -61.0% | 0.00% | 0.0% |
| Q1 2021 | $1,092,000 | +125.2% | 15,119 | +86.7% | 0.00% | – |
| Q3 2020 | $485,000 | +44.3% | 8,100 | +15.7% | 0.00% | – |
| Q1 2020 | $336,000 | +47.4% | 7,000 | +100.0% | 0.00% | – |
| Q2 2019 | $228,000 | -45.8% | 3,500 | -45.3% | 0.00% | – |
| Q1 2019 | $421,000 | -61.7% | 6,400 | -64.8% | 0.00% | -100.0% |
| Q4 2018 | $1,098,000 | +114.5% | 18,200 | +152.9% | 0.00% | 0.0% |
| Q3 2018 | $512,000 | -73.0% | 7,196 | -71.6% | 0.00% | 0.0% |
| Q2 2018 | $1,896,000 | +46.0% | 25,300 | +48.8% | 0.00% | 0.0% |
| Q1 2018 | $1,299,000 | +7.7% | 17,000 | +8.3% | 0.00% | 0.0% |
| Q4 2017 | $1,206,000 | – | 15,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 227,049 | $13,048,496 | 4.57% |
| 3D/L Capital Management, LLC | 240,789 | $13,838,171 | 4.50% |
| O'Connor Financial Group LLC | 65,958 | $3,790,591 | 2.60% |
| FFG RETIREMENT ADVISORS LLC | 38,276 | $2,199,722 | 1.82% |
| Neumann Capital Management, LLC | 64,898 | $3,729,688 | 1.63% |
| KLR INVESTMENT ADVISORS, LLC | 27,713 | $1,688,826 | 1.54% |
| Kathleen S. Wright Associates Inc. | 47,675 | $2,739,058 | 1.53% |
| Great Point Wealth Advisors, LLC | 86,762 | $4,986,197 | 1.50% |
| WESCAP Management Group, Inc. | 69,288 | $3,981,988 | 1.42% |
| Sharper & Granite LLC | 38,855 | $2,232,997 | 1.30% |