WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,332 | +62.9% | 1,102 | +68.5% | 0.00% | 0.0% |
| Q2 2023 | $38,887 | -11.7% | 654 | -9.5% | 0.00% | 0.0% |
| Q1 2023 | $44,060 | +17.5% | 723 | +11.7% | 0.00% | 0.0% |
| Q4 2022 | $37,500 | -63.9% | 647 | -68.1% | 0.00% | -50.0% |
| Q3 2022 | $104,000 | -38.8% | 2,028 | -30.5% | 0.00% | -33.3% |
| Q2 2022 | $170,000 | -21.3% | 2,917 | -7.1% | 0.00% | -25.0% |
| Q1 2022 | $216,000 | +27.1% | 3,140 | +36.1% | 0.00% | +33.3% |
| Q4 2021 | $170,000 | +34.9% | 2,307 | +36.4% | 0.00% | 0.0% |
| Q3 2021 | $126,000 | +70.3% | 1,691 | +69.9% | 0.00% | +200.0% |
| Q2 2021 | $74,000 | +10.4% | 995 | +7.2% | 0.00% | 0.0% |
| Q1 2021 | $67,000 | +6.3% | 928 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $63,000 | +70.3% | 928 | +52.1% | 0.00% | +100.0% |
| Q3 2020 | $37,000 | +8.8% | 610 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | -62.2% | 610 | -67.3% | 0.00% | -66.7% |
| Q1 2020 | $90,000 | – | 1,865 | – | 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% |