WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | -99.5% | 53 | -99.6% | 0.00% | -100.0% |
| Q3 2020 | $828,000 | +6.8% | 13,815 | -0.8% | 0.06% | 0.0% |
| Q2 2020 | $775,000 | +17.1% | 13,927 | +1.1% | 0.06% | -1.8% |
| Q1 2020 | $662,000 | -42.3% | 13,779 | -14.6% | 0.06% | -29.6% |
| Q4 2019 | $1,148,000 | +12.2% | 16,139 | +0.2% | 0.08% | +1.2% |
| Q3 2019 | $1,023,000 | -17.8% | 16,105 | -15.8% | 0.08% | -23.1% |
| Q2 2019 | $1,244,000 | -19.5% | 19,138 | -18.5% | 0.10% | -25.7% |
| Q1 2019 | $1,546,000 | +18.9% | 23,487 | +8.9% | 0.14% | +3.7% |
| Q4 2018 | $1,300,000 | -9.8% | 21,559 | +6.4% | 0.14% | -0.7% |
| Q3 2018 | $1,441,000 | +14.1% | 20,253 | +15.4% | 0.14% | +9.7% |
| Q2 2018 | $1,263,000 | +16.1% | 17,550 | +23.3% | 0.12% | +11.7% |
| Q1 2018 | $1,088,000 | +18.8% | 14,235 | +19.4% | 0.11% | +15.6% |
| Q4 2017 | $916,000 | +8.0% | 11,925 | +4.0% | 0.10% | -5.9% |
| Q3 2017 | $848,000 | +13.8% | 11,467 | +7.1% | 0.10% | +5.2% |
| Q2 2017 | $745,000 | +10.9% | 10,709 | +4.3% | 0.10% | -2.0% |
| Q1 2017 | $672,000 | +98.2% | 10,270 | +81.9% | 0.10% | +76.8% |
| Q4 2016 | $339,000 | +2981.8% | 5,646 | +2723.0% | 0.06% | +1766.7% |
| Q4 2014 | $11,000 | -8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $12,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | – | 200 | – | 0.00% | – |
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% |