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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,802 | -32.6% | 148,026 | -30.9% | 1.82% | +34.2% |
| Q1 2023 | $13,063 | +5.7% | 214,358 | +0.5% | 1.35% | +3.8% |
| Q4 2022 | $12,358 | -99.9% | 213,216 | -18.3% | 1.30% | -12.3% |
| Q3 2022 | $13,432,000 | +13.5% | 261,129 | +28.8% | 1.48% | +24.0% |
| Q2 2022 | $11,834,000 | -15.5% | 202,703 | -0.6% | 1.20% | +13.0% |
| Q1 2022 | $14,002,000 | -9.7% | 203,995 | -1.7% | 1.06% | -30.1% |
| Q2 2021 | $15,506,000 | +3.3% | 207,626 | -0.1% | 1.52% | +10.9% |
| Q1 2021 | $15,009,000 | +6.0% | 207,792 | 0.0% | 1.37% | -24.3% |
| Q4 2020 | $14,153,000 | +13.8% | 207,792 | +0.1% | 1.81% | -9.0% |
| Q3 2020 | $12,438,000 | +14.2% | 207,638 | +6.1% | 1.98% | +1.8% |
| Q2 2020 | $10,891,000 | +26.0% | 195,789 | +8.9% | 1.95% | +52.3% |
| Q1 2020 | $8,642,000 | +866.7% | 179,851 | +1331.0% | 1.28% | +390.0% |
| Q4 2019 | $894,000 | +12.0% | 12,568 | 0.0% | 0.26% | +6.5% |
| Q3 2019 | $798,000 | -0.9% | 12,568 | +1.5% | 0.24% | -9.9% |
| Q2 2019 | $805,000 | +10.0% | 12,381 | +11.3% | 0.27% | +60.9% |
| Q1 2019 | $732,000 | +931.0% | 11,126 | +827.9% | 0.17% | +322.5% |
| Q3 2014 | $71,000 | – | 1,199 | – | 0.04% | – |
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% |