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 | $660,430 | -80.1% | 11,492 | -79.4% | 0.06% | -79.3% |
| Q2 2023 | $3,323,909 | -10.4% | 55,902 | -8.1% | 0.30% | -14.6% |
| Q1 2023 | $3,708,601 | +5.9% | 60,857 | +0.7% | 0.35% | +2.0% |
| Q4 2022 | $3,503,015 | +13.6% | 60,438 | +0.8% | 0.34% | +1.5% |
| Q3 2022 | $3,083,000 | -12.4% | 59,934 | -0.5% | 0.34% | -8.9% |
| Q2 2022 | $3,518,000 | -13.6% | 60,256 | +1.6% | 0.37% | -3.4% |
| Q1 2022 | $4,070,000 | -9.2% | 59,302 | -2.6% | 0.38% | -9.2% |
| Q4 2021 | $4,482,000 | -2.7% | 60,858 | -2.0% | 0.42% | -10.6% |
| Q3 2021 | $4,608,000 | -12.4% | 62,070 | -11.9% | 0.47% | -39.8% |
| Q2 2021 | $5,262,000 | +4.9% | 70,457 | +1.4% | 0.79% | -23.2% |
| Q1 2021 | $5,017,000 | -16.2% | 69,461 | -21.0% | 1.02% | -18.6% |
| Q4 2020 | $5,989,000 | +11.7% | 87,930 | -1.8% | 1.26% | -1.4% |
| Q3 2020 | $5,362,000 | +2.9% | 89,514 | -4.5% | 1.28% | -5.6% |
| Q2 2020 | $5,213,000 | +6.9% | 93,706 | -7.7% | 1.35% | -7.6% |
| Q1 2020 | $4,877,000 | -26.6% | 101,506 | +8.6% | 1.46% | -10.6% |
| Q4 2019 | $6,646,000 | +4.4% | 93,452 | -6.7% | 1.64% | +0.8% |
| Q3 2019 | $6,363,000 | -1.6% | 100,181 | +0.7% | 1.62% | -0.9% |
| Q2 2019 | $6,468,000 | -0.6% | 99,478 | +0.6% | 1.64% | -3.5% |
| Q1 2019 | $6,510,000 | +10.4% | 98,923 | +1.2% | 1.70% | +7.4% |
| Q4 2018 | $5,897,000 | -17.7% | 97,757 | -2.9% | 1.58% | -14.4% |
| Q3 2018 | $7,166,000 | -5.2% | 100,725 | -4.1% | 1.84% | -7.2% |
| Q2 2018 | $7,556,000 | -9.2% | 105,020 | -3.6% | 1.99% | -9.5% |
| Q1 2018 | $8,324,000 | +0.4% | 108,906 | +0.9% | 2.20% | +8.2% |
| Q4 2017 | $8,287,000 | +1.4% | 107,898 | -2.4% | 2.03% | -3.9% |
| Q3 2017 | $8,175,000 | +8.2% | 110,552 | +1.8% | 2.11% | +1.8% |
| Q2 2017 | $7,553,000 | +25.5% | 108,630 | +8.3% | 2.07% | +27.2% |
| Q1 2017 | $6,018,000 | 0.0% | 100,264 | 0.0% | 1.63% | 0.0% |
| Q4 2016 | $6,018,000 | +2.6% | 100,264 | +4.9% | 1.63% | -2.7% |
| Q3 2016 | $5,865,000 | +22.5% | 95,568 | +12.0% | 1.68% | +26.8% |
| Q2 2016 | $4,787,000 | +3.9% | 85,322 | +9.1% | 1.32% | -2.7% |
| Q1 2016 | $4,608,000 | +3.0% | 78,229 | +1.6% | 1.36% | +5.4% |
| Q4 2015 | $4,475,000 | +7.5% | 77,031 | +2.1% | 1.29% | -29.6% |
| Q3 2015 | $4,161,000 | -10.7% | 75,422 | -2.4% | 1.83% | -23.4% |
| Q2 2015 | $4,662,000 | -1.1% | 77,257 | -2.9% | 2.39% | +8.2% |
| Q1 2015 | $4,716,000 | +6.9% | 79,579 | +0.1% | 2.21% | +215.5% |
| Q4 2014 | $4,413,000 | -4.1% | 79,489 | +2.2% | 0.70% | -12.9% |
| Q3 2014 | $4,603,000 | -14.8% | 77,785 | -6.7% | 0.80% | -18.6% |
| Q2 2014 | $5,401,000 | -99.9% | 83,370 | -27.5% | 0.99% | -76.1% |
| Q1 2014 | $7,477,891,000 | +73033.4% | 114,991 | -29.1% | 4.14% | -7.0% |
| Q4 2013 | $10,225,000 | +4.7% | 162,283 | -0.2% | 4.45% | -2.4% |
| Q3 2013 | $9,766,000 | -99.9% | 162,530 | +3.9% | 4.56% | +11.2% |
| Q2 2013 | $8,172,192,000 | – | 156,436 | – | 4.10% | – |
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% |