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 | $1,057,735 | -71.9% | 18,405 | -71.0% | 0.00% | -100.0% |
| Q2 2023 | $3,768,872 | +19.7% | 63,385 | +22.7% | 0.00% | 0.0% |
| Q1 2023 | $3,148,099 | +196.6% | 51,659 | +182.1% | 0.00% | – |
| Q4 2022 | $1,061,248 | +59.1% | 18,310 | +41.2% | 0.00% | – |
| Q3 2022 | $667,000 | -93.9% | 12,970 | -91.9% | 0.00% | -100.0% |
| Q1 2022 | $10,963,000 | +72.0% | 159,720 | +84.6% | 0.00% | +100.0% |
| Q4 2021 | $6,373,000 | +269.9% | 86,530 | +272.7% | 0.00% | – |
| Q3 2021 | $1,723,000 | +78.7% | 23,214 | +79.9% | 0.00% | – |
| Q2 2021 | $964,000 | -74.1% | 12,902 | -74.9% | 0.00% | -100.0% |
| Q1 2021 | $3,720,000 | -76.0% | 51,500 | -77.3% | 0.00% | -75.0% |
| Q4 2020 | $15,482,000 | +304.7% | 227,316 | +255.8% | 0.00% | +300.0% |
| Q3 2020 | $3,826,000 | -42.6% | 63,880 | -46.7% | 0.00% | -50.0% |
| Q2 2020 | $6,670,000 | +138.0% | 119,904 | +105.6% | 0.00% | +100.0% |
| Q1 2020 | $2,802,000 | -46.2% | 58,316 | -20.4% | 0.00% | -50.0% |
| Q4 2019 | $5,212,000 | +18.8% | 73,292 | +6.1% | 0.00% | 0.0% |
| Q3 2019 | $4,386,000 | -36.9% | 69,046 | -34.7% | 0.00% | -33.3% |
| Q1 2019 | $6,956,000 | +26.4% | 105,691 | +15.8% | 0.00% | 0.0% |
| Q4 2018 | $5,504,000 | +380.7% | 91,242 | +509.3% | 0.00% | +200.0% |
| Q1 2018 | $1,145,000 | -79.9% | 14,975 | -79.8% | 0.00% | -66.7% |
| Q4 2017 | $5,692,000 | +314.3% | 74,112 | +223.8% | 0.00% | +200.0% |
| Q4 2016 | $1,374,000 | +127.1% | 22,887 | +108.9% | 0.00% | 0.0% |
| Q3 2015 | $605,000 | – | 10,958 | – | 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% |