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 2022 | $51,000 | -12.1% | 1,000 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $58,000 | -15.9% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $69,000 | -6.8% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $74,000 | 0.0% | 1,000 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $74,000 | -1.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $75,000 | +4.2% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $72,000 | +5.9% | 1,000 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $68,000 | +13.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $60,000 | +7.1% | 1,000 | 0.0% | 0.02% | +5.9% |
| Q2 2020 | $56,000 | -50.0% | 1,000 | -57.1% | 0.02% | -60.5% |
| Q1 2020 | $112,000 | -54.1% | 2,331 | -32.1% | 0.04% | -40.3% |
| Q4 2019 | $244,000 | +7.5% | 3,431 | -4.2% | 0.07% | +5.9% |
| Q3 2019 | $227,000 | -2.6% | 3,581 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $233,000 | -1.3% | 3,581 | 0.0% | 0.07% | +4.5% |
| Q1 2019 | $236,000 | – | 3,581 | – | 0.07% | – |
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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% |