WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $231,246 | -48.9% | 3,795 | -51.4% | 0.01% | -56.2% |
| Q4 2022 | $452,935 | +13.5% | 7,815 | +0.9% | 0.02% | -15.8% |
| Q3 2022 | $399,000 | -10.7% | 7,747 | +1.1% | 0.02% | -9.5% |
| Q2 2022 | $447,000 | -12.7% | 7,664 | +2.7% | 0.02% | -4.5% |
| Q1 2022 | $512,000 | -6.4% | 7,460 | +0.4% | 0.02% | +4.8% |
| Q4 2021 | $547,000 | -2.7% | 7,433 | -1.7% | 0.02% | -22.2% |
| Q3 2021 | $562,000 | -0.2% | 7,565 | +0.3% | 0.03% | -10.0% |
| Q2 2021 | $563,000 | +3.7% | 7,542 | +0.3% | 0.03% | -3.2% |
| Q1 2021 | $543,000 | +6.1% | 7,522 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $512,000 | +14.3% | 7,510 | +0.3% | 0.03% | 0.0% |
| Q3 2020 | $448,000 | – | 7,487 | – | 0.03% | – |
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% |