WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,731,692 | -3.7% | 343,339 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $20,486,705 | -4.6% | 344,546 | -2.2% | 0.01% | -12.5% |
| Q1 2023 | $21,473,733 | +3.3% | 352,375 | -1.8% | 0.01% | 0.0% |
| Q4 2022 | $20,793,382 | -3.2% | 358,754 | -14.0% | 0.01% | -11.1% |
| Q3 2022 | $21,470,000 | -22.3% | 417,374 | -11.9% | 0.01% | -18.2% |
| Q2 2022 | $27,645,000 | +20.8% | 473,539 | +42.0% | 0.01% | +37.5% |
| Q1 2022 | $22,891,000 | +18.7% | 333,496 | +27.3% | 0.01% | +33.3% |
| Q4 2021 | $19,289,000 | -1.0% | 261,897 | -0.2% | 0.01% | 0.0% |
| Q3 2021 | $19,484,000 | +0.9% | 262,444 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $19,314,000 | +20.7% | 258,620 | +16.8% | 0.01% | +20.0% |
| Q1 2021 | $15,997,000 | +11.9% | 221,474 | +5.5% | 0.01% | 0.0% |
| Q4 2020 | $14,302,000 | +18.4% | 209,982 | +4.1% | 0.01% | 0.0% |
| Q3 2020 | $12,080,000 | +9.5% | 201,663 | +1.7% | 0.01% | 0.0% |
| Q2 2020 | $11,027,000 | +16.4% | 198,234 | +0.6% | 0.01% | +25.0% |
| Q1 2020 | $9,472,000 | -46.9% | 197,132 | -21.4% | 0.00% | -33.3% |
| Q4 2019 | $17,839,000 | +11.0% | 250,850 | -0.8% | 0.01% | 0.0% |
| Q3 2019 | $16,070,000 | -26.0% | 252,988 | -24.3% | 0.01% | -25.0% |
| Q2 2019 | $21,720,000 | +1.6% | 334,057 | +2.8% | 0.01% | -11.1% |
| Q1 2019 | $21,382,000 | +5.6% | 324,912 | -3.2% | 0.01% | 0.0% |
| Q4 2018 | $20,253,000 | -43.1% | 335,763 | -32.8% | 0.01% | -35.7% |
| Q3 2018 | $35,565,000 | +0.5% | 499,922 | +1.6% | 0.01% | -6.7% |
| Q2 2018 | $35,388,000 | -10.4% | 491,845 | -4.8% | 0.02% | -11.8% |
| Q1 2018 | $39,483,000 | +11.6% | 516,589 | +12.1% | 0.02% | +13.3% |
| Q4 2017 | $35,380,000 | +5.1% | 460,677 | +1.2% | 0.02% | -6.2% |
| Q3 2017 | $33,658,000 | +16.9% | 455,150 | +9.9% | 0.02% | +6.7% |
| Q2 2017 | $28,790,000 | +28.4% | 414,062 | +20.9% | 0.02% | +25.0% |
| Q1 2017 | $22,416,000 | +80.5% | 342,387 | +65.5% | 0.01% | +71.4% |
| Q4 2016 | $12,416,000 | +5.9% | 206,860 | +8.3% | 0.01% | 0.0% |
| Q3 2016 | $11,723,000 | +34.3% | 191,024 | +22.8% | 0.01% | +40.0% |
| Q2 2016 | $8,726,000 | +5.3% | 155,511 | +10.5% | 0.01% | -16.7% |
| Q1 2016 | $8,286,000 | -49.4% | 140,683 | -50.1% | 0.01% | -45.5% |
| Q4 2015 | $16,370,000 | +232.0% | 281,751 | +215.3% | 0.01% | +266.7% |
| Q3 2015 | $4,930,000 | -46.3% | 89,354 | -41.3% | 0.00% | -50.0% |
| Q2 2015 | $9,187,000 | +182.4% | 152,258 | +177.4% | 0.01% | +200.0% |
| Q1 2015 | $3,253,000 | -52.1% | 54,890 | -55.2% | 0.00% | -60.0% |
| Q4 2014 | $6,795,000 | – | 122,393 | – | 0.01% | – |
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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% |