WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2023 | $23 | -4.2% | 395 | 0.0% | 0.00% | – |
| Q1 2023 | $24 | +4.3% | 395 | 0.0% | 0.00% | – |
| Q4 2022 | $23 | -99.9% | 395 | 0.0% | 0.00% | – |
| Q3 2022 | $20,000 | -13.0% | 395 | 0.0% | 0.00% | – |
| Q2 2022 | $23,000 | -14.8% | 395 | 0.0% | 0.00% | – |
| Q1 2022 | $27,000 | -6.9% | 395 | 0.0% | 0.00% | – |
| Q4 2021 | $29,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q3 2021 | $29,000 | -3.3% | 395 | 0.0% | 0.00% | – |
| Q2 2021 | $30,000 | +3.4% | 395 | 0.0% | 0.00% | – |
| Q1 2021 | $29,000 | +7.4% | 395 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | +12.5% | 395 | 0.0% | 0.00% | – |
| Q3 2020 | $24,000 | +9.1% | 395 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | +15.8% | 395 | 0.0% | 0.00% | – |
| Q1 2020 | $19,000 | -32.1% | 395 | 0.0% | 0.00% | – |
| Q4 2019 | $28,000 | 0.0% | 395 | -11.2% | 0.00% | – |
| Q3 2019 | $28,000 | +7.7% | 445 | +12.7% | 0.00% | – |
| Q2 2019 | $26,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q1 2019 | $26,000 | +8.3% | 395 | 0.0% | 0.00% | – |
| Q4 2018 | $24,000 | -14.3% | 395 | 0.0% | 0.00% | – |
| Q3 2018 | $28,000 | -74.8% | 395 | -74.5% | 0.00% | – |
| Q2 2018 | $111,000 | +7.8% | 1,549 | +15.2% | 0.00% | – |
| Q1 2018 | $103,000 | 0.0% | 1,345 | 0.0% | 0.00% | – |
| Q4 2017 | $103,000 | +255.2% | 1,345 | +240.5% | 0.00% | – |
| Q3 2017 | $29,000 | +7.4% | 395 | 0.0% | 0.00% | – |
| Q2 2017 | $27,000 | +3.8% | 395 | 0.0% | 0.00% | – |
| Q1 2017 | $26,000 | +8.3% | 395 | 0.0% | 0.00% | – |
| Q4 2016 | $24,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q3 2016 | $24,000 | +9.1% | 395 | 0.0% | 0.00% | – |
| Q2 2016 | $22,000 | -4.3% | 395 | 0.0% | 0.00% | – |
| Q1 2016 | $23,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q4 2015 | $23,000 | +4.5% | 395 | 0.0% | 0.00% | – |
| Q3 2015 | $22,000 | -8.3% | 395 | 0.0% | 0.00% | – |
| Q2 2015 | $24,000 | +4.3% | 395 | 0.0% | 0.00% | – |
| Q1 2015 | $23,000 | +4.5% | 395 | 0.0% | 0.00% | – |
| Q4 2014 | $22,000 | -52.2% | 395 | -50.0% | 0.00% | – |
| Q3 2014 | $46,000 | +76.9% | 790 | +100.0% | 0.00% | – |
| Q2 2014 | $26,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q1 2014 | $26,000 | – | 395 | – | 0.00% | – |
Download | ||||||
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% |