WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206 | -2.4% | 3,466 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $211 | -0.5% | 3,466 | -5.5% | 0.01% | -8.3% |
| Q4 2022 | $212 | -99.9% | 3,666 | -9.1% | 0.01% | -7.7% |
| Q2 2022 | $236,000 | -11.9% | 4,035 | +3.5% | 0.01% | +8.3% |
| Q1 2022 | $268,000 | -19.0% | 3,900 | -13.3% | 0.01% | -14.3% |
| Q4 2021 | $331,000 | -9.1% | 4,500 | -8.2% | 0.01% | -17.6% |
| Q3 2021 | $364,000 | -0.5% | 4,900 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $366,000 | +3.4% | 4,900 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $354,000 | -22.0% | 4,900 | -33.8% | 0.02% | -70.6% |
| Q3 2016 | $454,000 | -3.6% | 7,400 | -11.9% | 0.07% | -11.7% |
| Q2 2016 | $471,000 | +44.0% | 8,398 | +51.4% | 0.08% | +35.1% |
| Q1 2016 | $327,000 | +27.2% | 5,546 | +25.5% | 0.06% | +23.9% |
| Q4 2015 | $257,000 | +10.8% | 4,418 | +5.0% | 0.05% | -2.1% |
| Q3 2015 | $232,000 | -52.2% | 4,206 | -51.9% | 0.05% | -36.5% |
| Q4 2014 | $485,000 | -3.6% | 8,738 | +2.8% | 0.07% | -5.1% |
| Q3 2014 | $503,000 | -16.3% | 8,499 | -8.4% | 0.08% | -18.8% |
| Q2 2014 | $601,000 | +3.8% | 9,282 | +4.2% | 0.10% | -5.0% |
| Q1 2014 | $579,000 | -6.9% | 8,907 | -9.7% | 0.10% | -31.3% |
| Q4 2013 | $622,000 | +23.2% | 9,865 | +17.3% | 0.15% | +10.5% |
| Q3 2013 | $505,000 | +15.0% | 8,410 | 0.0% | 0.13% | +10.8% |
| Q2 2013 | $439,000 | – | 8,410 | – | 0.12% | – |
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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% |