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 | $1,855 | +24.2% | 32,271 | +28.4% | 0.46% | +31.4% |
| Q2 2023 | $1,494 | +1.4% | 25,127 | +3.9% | 0.35% | -5.4% |
| Q1 2023 | $1,474 | +3.7% | 24,184 | -1.4% | 0.37% | -2.1% |
| Q4 2022 | $1,422 | -99.9% | 24,528 | -0.7% | 0.38% | -27.6% |
| Q3 2022 | $1,271,000 | -1.6% | 24,699 | +11.6% | 0.52% | +4.6% |
| Q2 2022 | $1,292,000 | -15.3% | 22,137 | -0.4% | 0.50% | -1.2% |
| Q1 2022 | $1,525,000 | -1.1% | 22,217 | +6.1% | 0.50% | +7.7% |
| Q4 2021 | $1,542,000 | -1.3% | 20,942 | -0.5% | 0.47% | -9.5% |
| Q3 2021 | $1,563,000 | +1.2% | 21,051 | +1.8% | 0.52% | +3.0% |
| Q2 2021 | $1,544,000 | +6.9% | 20,681 | +3.5% | 0.50% | -18.6% |
| Q1 2021 | $1,444,000 | +6.7% | 19,986 | +0.6% | 0.62% | -0.8% |
| Q4 2020 | $1,353,000 | +19.6% | 19,868 | +5.2% | 0.62% | +6.7% |
| Q3 2020 | $1,131,000 | +4.2% | 18,880 | -3.2% | 0.58% | -3.5% |
| Q2 2020 | $1,085,000 | +15.8% | 19,506 | 0.0% | 0.60% | -3.5% |
| Q1 2020 | $937,000 | -27.6% | 19,506 | +7.2% | 0.63% | -6.1% |
| Q4 2019 | $1,294,000 | +17.9% | 18,201 | +5.3% | 0.67% | +8.3% |
| Q3 2019 | $1,098,000 | -1.9% | 17,291 | +0.4% | 0.62% | -4.8% |
| Q2 2019 | $1,119,000 | -0.5% | 17,214 | +0.7% | 0.65% | -4.1% |
| Q1 2019 | $1,125,000 | +12.4% | 17,099 | +3.1% | 0.68% | -3.6% |
| Q4 2018 | $1,001,000 | -12.8% | 16,589 | +2.8% | 0.70% | +1.7% |
| Q3 2018 | $1,148,000 | +3.6% | 16,140 | +4.8% | 0.69% | -2.7% |
| Q2 2018 | $1,108,000 | -5.1% | 15,405 | +0.8% | 0.71% | -8.4% |
| Q1 2018 | $1,168,000 | +18.5% | 15,285 | +19.1% | 0.77% | +24.1% |
| Q4 2017 | $986,000 | +11.7% | 12,835 | +7.5% | 0.62% | +0.2% |
| Q3 2017 | $883,000 | – | 11,935 | – | 0.62% | – |
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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% |