WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,517 | -1.3% | 16,644 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $969,177 | +23.3% | 16,300 | +26.3% | 0.00% | 0.0% |
| Q1 2023 | $786,348 | +4.8% | 12,904 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $750,213 | +74.9% | 12,944 | +55.1% | 0.00% | 0.0% |
| Q3 2022 | $429,000 | -11.7% | 8,347 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $486,000 | +16.0% | 8,327 | +36.1% | 0.00% | 0.0% |
| Q1 2022 | $419,000 | +1.5% | 6,119 | +9.1% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | +9.8% | 5,609 | +11.0% | 0.00% | 0.0% |
| Q3 2021 | $376,000 | +30.1% | 5,054 | +30.9% | 0.00% | 0.0% |
| Q2 2021 | $289,000 | +3.6% | 3,862 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $279,000 | +118.0% | 3,862 | +105.6% | 0.00% | – |
| Q4 2020 | $128,000 | +25.5% | 1,878 | +10.0% | 0.00% | – |
| Q3 2020 | $102,000 | +14.6% | 1,707 | +7.3% | 0.00% | – |
| Q2 2020 | $89,000 | +2866.7% | 1,591 | +2425.4% | 0.00% | – |
| Q1 2020 | $3,000 | -94.6% | 63 | -91.9% | 0.00% | – |
| Q4 2019 | $56,000 | – | 782 | +78100.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | -96.3% | 0.00% | – |
| Q4 2018 | $2,000 | -91.7% | 27 | -91.7% | 0.00% | – |
| Q2 2018 | $24,000 | +500.0% | 327 | +494.5% | 0.00% | – |
| Q1 2018 | $4,000 | -71.4% | 55 | -70.7% | 0.00% | – |
| Q4 2017 | $14,000 | +16.7% | 188 | +14.6% | 0.00% | – |
| Q3 2017 | $12,000 | -7.7% | 164 | -27.1% | 0.00% | – |
| Q4 2015 | $13,000 | – | 225 | – | 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% |