WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,646,573 | +1.5% | 63,452 | +5.0% | 0.00% | 0.0% |
| Q2 2023 | $3,591,592 | -3.3% | 60,404 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $3,712,963 | -4.8% | 60,928 | -9.5% | 0.00% | 0.0% |
| Q4 2022 | $3,901,021 | +7.1% | 67,305 | -5.0% | 0.00% | -25.0% |
| Q3 2022 | $3,644,000 | -31.4% | 70,831 | -22.2% | 0.00% | -20.0% |
| Q2 2022 | $5,315,000 | -6.6% | 91,037 | +9.8% | 0.01% | 0.0% |
| Q1 2022 | $5,689,000 | -39.6% | 82,888 | -35.2% | 0.01% | -37.5% |
| Q4 2021 | $9,420,000 | +4.6% | 127,902 | +5.4% | 0.01% | 0.0% |
| Q3 2021 | $9,009,000 | +43.4% | 121,355 | +44.3% | 0.01% | +33.3% |
| Q2 2021 | $6,281,000 | +31.6% | 84,108 | +27.3% | 0.01% | +20.0% |
| Q1 2021 | $4,772,000 | +36.7% | 66,063 | +28.9% | 0.01% | 0.0% |
| Q4 2020 | $3,491,000 | +23.4% | 51,252 | +8.5% | 0.01% | +25.0% |
| Q3 2020 | $2,830,000 | +14.0% | 47,250 | +5.9% | 0.00% | 0.0% |
| Q2 2020 | $2,483,000 | +35.3% | 44,630 | +16.8% | 0.00% | 0.0% |
| Q1 2020 | $1,835,000 | -32.2% | 38,200 | +0.4% | 0.00% | -20.0% |
| Q4 2019 | $2,707,000 | +2.1% | 38,066 | -8.8% | 0.01% | 0.0% |
| Q3 2019 | $2,652,000 | -27.6% | 41,744 | -25.9% | 0.01% | -37.5% |
| Q2 2019 | $3,664,000 | +6.0% | 56,355 | +7.3% | 0.01% | 0.0% |
| Q1 2019 | $3,455,000 | -17.9% | 52,506 | -24.8% | 0.01% | -27.3% |
| Q4 2018 | $4,210,000 | -49.6% | 69,795 | -40.5% | 0.01% | -45.0% |
| Q3 2018 | $8,352,000 | +41.3% | 117,399 | +42.9% | 0.02% | +25.0% |
| Q2 2018 | $5,910,000 | -2.3% | 82,143 | +3.8% | 0.02% | -5.9% |
| Q1 2018 | $6,047,000 | +14.3% | 79,116 | +14.8% | 0.02% | +6.2% |
| Q4 2017 | $5,291,000 | +17.8% | 68,889 | +13.4% | 0.02% | 0.0% |
| Q3 2017 | $4,493,000 | +15.3% | 60,752 | +8.4% | 0.02% | +6.7% |
| Q2 2017 | $3,897,000 | +13.6% | 56,047 | +7.1% | 0.02% | -34.8% |
| Q1 2017 | $3,429,000 | +35.6% | 52,337 | +25.3% | 0.02% | +21.1% |
| Q4 2016 | $2,528,000 | -3.9% | 41,782 | -2.8% | 0.02% | -24.0% |
| Q3 2016 | $2,631,000 | +17.9% | 42,977 | +6.1% | 0.02% | +31.6% |
| Q2 2016 | $2,231,000 | -52.0% | 40,499 | -50.2% | 0.02% | +46.2% |
| Q1 2016 | $4,645,000 | +1.3% | 81,283 | +1.7% | 0.01% | 0.0% |
| Q4 2015 | $4,587,000 | +97.4% | 79,963 | +95.8% | 0.01% | 0.0% |
| Q3 2015 | $2,324,000 | -14.8% | 40,836 | -11.1% | 0.01% | -7.1% |
| Q2 2015 | $2,729,000 | -2.7% | 45,922 | -2.5% | 0.01% | 0.0% |
| Q1 2015 | $2,805,000 | 0.0% | 47,108 | -6.8% | 0.01% | -6.7% |
| Q4 2014 | $2,805,000 | -14.8% | 50,531 | -10.0% | 0.02% | -25.0% |
| Q3 2014 | $3,292,000 | -21.0% | 56,125 | -12.8% | 0.02% | -16.7% |
| Q2 2014 | $4,169,000 | +0.5% | 64,361 | +0.9% | 0.02% | -4.0% |
| Q1 2014 | $4,148,000 | -0.8% | 63,783 | -3.9% | 0.02% | -3.8% |
| Q4 2013 | $4,182,000 | +7.6% | 66,367 | +4.0% | 0.03% | 0.0% |
| Q3 2013 | $3,886,000 | +19.2% | 63,838 | +2.3% | 0.03% | +13.0% |
| Q2 2013 | $3,261,000 | – | 62,424 | – | 0.02% | – |
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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% |