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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,647 | -33.3% | 34,029 | -13.8% | 0.00% | – |
| Q3 2021 | $2,932,000 | +317.1% | 39,493 | +306.0% | 0.00% | – |
| Q1 2021 | $703,000 | -73.0% | 9,727 | -74.6% | 0.00% | – |
| Q4 2020 | $2,606,000 | +596.8% | 38,252 | +512.1% | 0.00% | – |
| Q3 2020 | $374,000 | -91.4% | 6,249 | -92.0% | 0.00% | -100.0% |
| Q2 2020 | $4,327,000 | +80.4% | 77,793 | +95.6% | 0.00% | 0.0% |
| Q4 2018 | $2,399,000 | +516.7% | 39,779 | +682.3% | 0.00% | – |
| Q1 2018 | $389,000 | -69.4% | 5,085 | -76.0% | 0.00% | -100.0% |
| Q4 2016 | $1,272,000 | +17.1% | 21,195 | +14.9% | 0.00% | 0.0% |
| Q1 2016 | $1,086,000 | -68.4% | 18,442 | -68.8% | 0.00% | -50.0% |
| Q4 2015 | $3,438,000 | +14.4% | 59,182 | +8.6% | 0.00% | +100.0% |
| Q3 2015 | $3,006,000 | -88.6% | 54,488 | -87.6% | 0.00% | -90.9% |
| Q2 2015 | $26,477,000 | +654.3% | 438,802 | +640.9% | 0.01% | +450.0% |
| Q1 2015 | $3,510,000 | -52.4% | 59,224 | -55.4% | 0.00% | -33.3% |
| Q4 2014 | $7,375,000 | +181.0% | 132,840 | +199.5% | 0.00% | +200.0% |
| Q3 2014 | $2,625,000 | -23.4% | 44,361 | -18.5% | 0.00% | -50.0% |
| Q4 2013 | $3,426,000 | -33.5% | 54,444 | -44.8% | 0.00% | -33.3% |
| Q2 2013 | $5,151,000 | – | 98,597 | – | 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% |