WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $73,000 | -8.8% | 1,365 | 0.0% | 0.01% | -15.4% |
| Q2 2022 | $80,000 | -14.9% | 1,365 | 0.0% | 0.01% | -18.8% |
| Q1 2022 | $94,000 | -6.9% | 1,365 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $101,000 | 0.0% | 1,365 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $101,000 | -1.0% | 1,365 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $102,000 | +2.0% | 1,365 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $100,000 | +7.5% | 1,365 | 0.0% | 0.02% | +42.9% |
| Q4 2020 | $93,000 | +13.4% | 1,365 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $82,000 | +7.9% | 1,365 | 0.0% | 0.01% | -13.3% |
| Q2 2020 | $76,000 | +20.6% | 1,365 | 0.0% | 0.02% | +7.1% |
| Q1 2020 | $63,000 | -35.1% | 1,365 | 0.0% | 0.01% | -50.0% |
| Q4 2019 | $97,000 | +11.5% | 1,365 | 0.0% | 0.03% | -51.7% |
| Q3 2019 | $87,000 | -2.2% | 1,365 | 0.0% | 0.06% | -9.4% |
| Q2 2019 | $89,000 | -2.2% | 1,365 | 0.0% | 0.06% | -35.4% |
| Q1 2019 | $91,000 | +11.0% | 1,365 | 0.0% | 0.10% | +59.7% |
| Q4 2018 | $82,000 | -15.5% | 1,365 | 0.0% | 0.06% | +3.3% |
| Q3 2018 | $97,000 | -1.0% | 1,365 | 0.0% | 0.06% | -6.2% |
| Q2 2018 | $98,000 | -5.8% | 1,365 | 0.0% | 0.06% | -9.9% |
| Q1 2018 | $104,000 | -1.0% | 1,365 | 0.0% | 0.07% | -1.4% |
| Q4 2017 | $105,000 | -44.7% | 1,365 | -50.0% | 0.07% | -5.3% |
| Q3 2017 | $190,000 | +100.0% | 2,730 | +100.0% | 0.08% | +123.5% |
| Q2 2017 | $95,000 | +6.7% | 1,365 | 0.0% | 0.03% | +9.7% |
| Q1 2017 | $89,000 | +8.5% | 1,365 | 0.0% | 0.03% | +24.0% |
| Q4 2016 | $82,000 | -2.4% | 1,365 | 0.0% | 0.02% | -24.2% |
| Q3 2016 | $84,000 | +9.1% | 1,365 | 0.0% | 0.03% | -15.4% |
| Q2 2016 | $77,000 | -6.1% | 1,365 | -2.5% | 0.04% | -31.6% |
| Q1 2016 | $82,000 | +90.7% | 1,400 | +89.2% | 0.06% | +16.3% |
| Q4 2015 | $43,000 | – | 740 | – | 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% |