WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $474 | +40.7% | 7,267 | +37.5% | 0.01% | +20.0% |
| Q4 2023 | $337 | +5.3% | 5,284 | -5.2% | 0.01% | 0.0% |
| Q3 2023 | $320 | -97.0% | 5,572 | -96.8% | 0.01% | -97.3% |
| Q1 2023 | $10,662 | -99.9% | 174,952 | +11.5% | 0.18% | +13.0% |
| Q4 2022 | $9,098,000 | -99.9% | 156,970 | +23.8% | 0.16% | +24.6% |
| Q3 2022 | $6,523,000,000 | +109217.9% | 126,801 | +24.1% | 0.13% | +12.1% |
| Q2 2022 | $5,967,000 | -5.1% | 102,202 | +11.6% | 0.12% | +5.5% |
| Q1 2022 | $6,287,000 | -99.9% | 91,599 | +15.1% | 0.11% | +5.8% |
| Q4 2021 | $5,859,000,000 | +146338.4% | 79,555 | +47.6% | 0.10% | +30.0% |
| Q3 2021 | $4,001,000 | +27.1% | 53,897 | +27.9% | 0.08% | +19.4% |
| Q2 2021 | $3,147,000 | +46.7% | 42,141 | +41.9% | 0.07% | +28.8% |
| Q1 2021 | $2,145,000 | +61.3% | 29,703 | +52.1% | 0.05% | +40.5% |
| Q4 2020 | $1,330,000 | +33.4% | 19,529 | +17.3% | 0.04% | +12.1% |
| Q3 2020 | $997,000 | +32.1% | 16,648 | +22.6% | 0.03% | +13.8% |
| Q2 2020 | $755,000 | – | 13,574 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 210,617 | $13,361,538 | 3.86% |
| INVENIO WEALTH PARTNERS LLC | 50,635 | $3,212,285 | 1.59% |
| Neumann Capital Management, LLC | 70,403 | $4,466,366 | 1.54% |
| LRI Investments, LLC | 206,665 | $13,110,828 | 1.49% |
| Marathon Strategic Advisors, LLC | 20,066 | $1,272,987 | 1.49% |
| FAMILY WEALTH PARTNERS, LLC | 37,872 | $2,402,580 | 1.25% |
| Freedom Investment Management, Inc. | 226,257 | $14,353,751 | 1.18% |
| Great Point Wealth Advisors, LLC | 80,706 | $5,120,009 | 1.17% |
| WESCAP Management Group, Inc. | 62,561 | $3,968,892 | 1.12% |
| FFG RETIREMENT ADVISORS LLC | 24,122 | $1,530,300 | 1.07% |