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 | $5,565,766 | -4.5% | 96,846 | -1.2% | 0.33% | -6.2% |
| Q2 2023 | $5,826,098 | -3.1% | 97,983 | -0.7% | 0.35% | -9.5% |
| Q1 2023 | $6,013,893 | +4.1% | 98,685 | -1.0% | 0.39% | -6.7% |
| Q4 2022 | $5,778,917 | +0.4% | 99,705 | -10.9% | 0.42% | -14.9% |
| Q3 2022 | $5,756,000 | -19.4% | 111,898 | -8.5% | 0.49% | -22.0% |
| Q2 2022 | $7,142,000 | -19.9% | 122,333 | -5.8% | 0.63% | -15.7% |
| Q1 2022 | $8,912,000 | -9.0% | 129,831 | -2.4% | 0.74% | -12.4% |
| Q4 2021 | $9,793,000 | -1.5% | 132,969 | -0.7% | 0.85% | -19.6% |
| Q3 2021 | $9,941,000 | -1.3% | 133,900 | -0.7% | 1.06% | -25.6% |
| Q2 2021 | $10,071,000 | +2.0% | 134,860 | -1.4% | 1.42% | -16.3% |
| Q1 2021 | $9,877,000 | +1.2% | 136,746 | -1.7% | 1.70% | -5.7% |
| Q4 2020 | $9,764,000 | +3.0% | 139,055 | -12.1% | 1.80% | -12.3% |
| Q3 2020 | $9,477,000 | +5.0% | 158,222 | -1.4% | 2.05% | +1.4% |
| Q2 2020 | $9,025,000 | +12.4% | 160,509 | -0.1% | 2.02% | -1.4% |
| Q1 2020 | $8,032,000 | -38.8% | 160,678 | -13.0% | 2.05% | -26.7% |
| Q4 2019 | $13,128,000 | +15.2% | 184,600 | +2.9% | 2.80% | +2.2% |
| Q3 2019 | $11,398,000 | -6.7% | 179,441 | -4.5% | 2.74% | -8.5% |
| Q2 2019 | $12,214,000 | +3.4% | 187,844 | +4.7% | 2.99% | +1.5% |
| Q1 2019 | $11,813,000 | +12.1% | 179,497 | +2.8% | 2.94% | -1.8% |
| Q4 2018 | $10,537,000 | +15.8% | 174,678 | +36.5% | 3.00% | +27.3% |
| Q3 2018 | $9,101,000 | +5.8% | 127,930 | +7.0% | 2.35% | +0.9% |
| Q2 2018 | $8,601,000 | -4.5% | 119,544 | +1.5% | 2.33% | -6.4% |
| Q1 2018 | $9,005,000 | -2.8% | 117,824 | -2.3% | 2.49% | +0.8% |
| Q4 2017 | $9,263,000 | +3.8% | 120,610 | -0.0% | 2.47% | -5.5% |
| Q3 2017 | $8,923,000 | +4.9% | 120,666 | -1.4% | 2.62% | +1.9% |
| Q2 2017 | $8,508,000 | +4.8% | 122,363 | -1.3% | 2.57% | -2.4% |
| Q1 2017 | $8,116,000 | +8.0% | 123,961 | -1.0% | 2.63% | +3.7% |
| Q4 2016 | $7,518,000 | -3.0% | 125,257 | -0.8% | 2.54% | -5.4% |
| Q3 2016 | $7,752,000 | +8.3% | 126,311 | -1.0% | 2.68% | +4.2% |
| Q2 2016 | $7,157,000 | -1.3% | 127,555 | +3.6% | 2.57% | -2.1% |
| Q1 2016 | $7,251,000 | +29.2% | 123,100 | +27.4% | 2.63% | +23.4% |
| Q4 2015 | $5,613,000 | +5.2% | 96,614 | -0.1% | 2.13% | -2.5% |
| Q3 2015 | $5,334,000 | -6.4% | 96,678 | +2.4% | 2.18% | +1.0% |
| Q2 2015 | $5,697,000 | +0.4% | 94,418 | -1.3% | 2.16% | -0.8% |
| Q1 2015 | $5,672,000 | +2.3% | 95,706 | -4.1% | 2.18% | -1.8% |
| Q4 2014 | $5,543,000 | +2.0% | 99,837 | +8.8% | 2.22% | 0.0% |
| Q3 2014 | $5,432,000 | -8.0% | 91,787 | +0.7% | 2.22% | -8.3% |
| Q2 2014 | $5,907,000 | -2.5% | 91,187 | -2.1% | 2.42% | -5.6% |
| Q1 2014 | $6,059,000 | -0.5% | 93,167 | -3.6% | 2.57% | +0.5% |
| Q4 2013 | $6,091,000 | +5.0% | 96,672 | +0.2% | 2.56% | -2.8% |
| Q3 2013 | $5,799,000 | +13.8% | 96,508 | -1.1% | 2.63% | +9.1% |
| Q2 2013 | $5,095,000 | – | 97,535 | – | 2.41% | – |
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% |