WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,526,534 | -18.9% | 78,763 | -16.1% | 0.00% | 0.0% |
| Q2 2023 | $5,582,930 | -66.7% | 93,894 | -65.8% | 0.00% | -75.0% |
| Q1 2023 | $16,748,029 | +13.7% | 274,828 | +8.1% | 0.01% | 0.0% |
| Q4 2022 | $14,732,665 | +26.7% | 254,187 | +12.5% | 0.01% | +14.3% |
| Q3 2022 | $11,627,000 | -9.1% | 226,035 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $12,794,000 | -16.4% | 219,157 | -1.7% | 0.01% | -12.5% |
| Q1 2022 | $15,305,000 | -0.1% | 222,971 | +7.2% | 0.01% | 0.0% |
| Q4 2021 | $15,317,000 | +9.5% | 207,976 | +10.4% | 0.01% | 0.0% |
| Q3 2021 | $13,984,000 | +6.8% | 188,358 | +7.4% | 0.01% | +14.3% |
| Q2 2021 | $13,095,000 | +10.9% | 175,341 | +7.3% | 0.01% | -12.5% |
| Q1 2021 | $11,806,000 | +5.8% | 163,446 | -0.2% | 0.01% | 0.0% |
| Q4 2020 | $11,155,000 | +7.9% | 163,780 | -5.1% | 0.01% | -11.1% |
| Q3 2020 | $10,339,000 | -0.9% | 172,606 | -8.0% | 0.01% | -10.0% |
| Q2 2020 | $10,438,000 | +10.5% | 187,631 | -4.6% | 0.01% | -9.1% |
| Q1 2020 | $9,449,000 | -37.5% | 196,645 | -7.6% | 0.01% | -31.2% |
| Q4 2019 | $15,128,000 | +2.3% | 212,732 | -8.6% | 0.02% | 0.0% |
| Q3 2019 | $14,792,000 | -2.8% | 232,868 | -0.5% | 0.02% | -15.8% |
| Q2 2019 | $15,211,000 | -7.5% | 233,937 | -6.4% | 0.02% | -17.4% |
| Q1 2019 | $16,440,000 | -13.1% | 249,816 | -20.4% | 0.02% | -20.7% |
| Q4 2018 | $18,927,000 | +155.6% | 313,784 | +201.4% | 0.03% | +123.1% |
| Q3 2018 | $7,405,000 | -11.4% | 104,095 | -10.4% | 0.01% | -31.6% |
| Q2 2018 | $8,359,000 | -6.0% | 116,212 | +0.2% | 0.02% | -24.0% |
| Q1 2018 | $8,888,000 | -7.4% | 115,924 | -7.2% | 0.02% | +19.0% |
| Q4 2017 | $9,597,000 | -10.6% | 124,976 | -13.9% | 0.02% | -19.2% |
| Q3 2017 | $10,739,000 | +3.1% | 145,204 | -3.0% | 0.03% | -10.3% |
| Q2 2017 | $10,413,000 | -8.7% | 149,754 | -14.0% | 0.03% | -21.6% |
| Q1 2017 | $11,405,000 | +10.7% | 174,177 | +1.5% | 0.04% | 0.0% |
| Q4 2016 | $10,302,000 | -7.3% | 171,630 | -5.3% | 0.04% | -14.0% |
| Q3 2016 | $11,118,000 | +19.0% | 181,162 | +8.8% | 0.04% | +16.2% |
| Q2 2016 | $9,346,000 | -31.9% | 166,558 | -28.5% | 0.04% | -37.3% |
| Q1 2016 | $13,725,000 | +23.4% | 233,030 | +21.7% | 0.06% | +15.7% |
| Q4 2015 | $11,124,000 | -12.7% | 191,455 | -17.1% | 0.05% | -19.0% |
| Q3 2015 | $12,747,000 | -9.4% | 231,051 | -0.9% | 0.06% | -6.0% |
| Q2 2015 | $14,067,000 | +16.4% | 233,123 | +14.4% | 0.07% | +8.1% |
| Q1 2015 | $12,080,000 | +224.7% | 203,842 | +204.2% | 0.06% | +63.2% |
| Q4 2014 | $3,720,000 | +56.9% | 67,000 | +67.2% | 0.04% | +58.3% |
| Q3 2014 | $2,371,000 | -19.5% | 40,060 | -11.9% | 0.02% | -22.6% |
| Q2 2014 | $2,945,000 | +3.8% | 45,459 | +4.2% | 0.03% | 0.0% |
| Q1 2014 | $2,838,000 | +30.1% | 43,639 | +26.1% | 0.03% | +24.0% |
| Q4 2013 | $2,181,000 | +11.8% | 34,620 | +6.6% | 0.02% | +4.2% |
| Q3 2013 | $1,951,000 | +55.3% | 32,472 | +35.1% | 0.02% | +50.0% |
| Q2 2013 | $1,256,000 | – | 24,035 | – | 0.02% | – |
Download | ||||||
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% |