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 | $293,311 | -9.1% | 5,356 | +0.1% | 0.02% | -5.9% |
| Q2 2023 | $322,746 | -2.9% | 5,349 | +0.1% | 0.02% | -10.5% |
| Q1 2023 | $332,238 | +56.0% | 5,345 | +77.9% | 0.02% | -26.9% |
| Q4 2019 | $213,000 | -3.2% | 3,004 | -7.7% | 0.03% | -21.2% |
| Q1 2019 | $220,000 | +3.8% | 3,254 | -2.5% | 0.03% | +3.1% |
| Q3 2018 | $212,000 | -7.0% | 3,337 | +5.3% | 0.03% | -8.6% |
| Q2 2018 | $228,000 | -5.0% | 3,169 | +1.0% | 0.04% | -14.6% |
| Q1 2018 | $240,000 | -1.6% | 3,138 | -1.2% | 0.04% | +2.5% |
| Q4 2017 | $244,000 | -2.0% | 3,176 | -5.6% | 0.04% | -7.0% |
| Q3 2017 | $249,000 | +67.1% | 3,366 | +46.8% | 0.04% | +10.3% |
| Q2 2017 | $149,000 | +43.3% | 2,293 | +44.3% | 0.04% | +34.5% |
| Q1 2017 | $104,000 | +76.3% | 1,589 | +62.0% | 0.03% | +31.8% |
| Q4 2016 | $59,000 | +7.3% | 981 | +9.9% | 0.02% | 0.0% |
| Q3 2016 | $55,000 | +10.0% | 893 | 0.0% | 0.02% | -8.3% |
| Q2 2016 | $50,000 | -5.7% | 893 | 0.0% | 0.02% | -11.1% |
| Q1 2016 | $53,000 | +1.9% | 893 | 0.0% | 0.03% | +8.0% |
| Q4 2015 | $52,000 | +6.1% | 893 | 0.0% | 0.02% | -7.4% |
| Q3 2015 | $49,000 | -54.2% | 893 | -51.6% | 0.03% | -44.9% |
| Q2 2015 | $107,000 | +101.9% | 1,846 | +93.7% | 0.05% | +113.0% |
| Q1 2015 | $53,000 | -52.7% | 953 | -52.9% | 0.02% | -51.1% |
| Q4 2014 | $112,000 | – | 2,022 | – | 0.05% | – |
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% |