WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $492,834 | -4.0% | 7,769 | -1.3% | 0.30% | -1.7% |
| Q1 2024 | $513,203 | +2.1% | 7,870 | 0.0% | 0.30% | -2.3% |
| Q4 2023 | $502,464 | +11.1% | 7,870 | 0.0% | 0.31% | +4.4% |
| Q3 2023 | $452,289 | -8.7% | 7,870 | -5.8% | 0.30% | -8.4% |
| Q2 2023 | $495,177 | -2.8% | 8,356 | 0.0% | 0.32% | -2.4% |
| Q1 2023 | $509,215 | +5.1% | 8,356 | 0.0% | 0.33% | -0.6% |
| Q4 2022 | $484,314 | +12.6% | 8,356 | 0.0% | 0.33% | +6.8% |
| Q3 2022 | $430,000 | -11.9% | 8,356 | 0.0% | 0.31% | -6.3% |
| Q2 2022 | $488,000 | -10.5% | 8,356 | +5.2% | 0.33% | +1.5% |
| Q1 2022 | $545,000 | -6.8% | 7,946 | 0.0% | 0.33% | -4.1% |
| Q4 2021 | $585,000 | -0.8% | 7,946 | 0.0% | 0.34% | -3.4% |
| Q3 2021 | $590,000 | -0.5% | 7,946 | 0.0% | 0.35% | +2.0% |
| Q2 2021 | $593,000 | -2.6% | 7,946 | -5.7% | 0.35% | -8.0% |
| Q1 2021 | $609,000 | +6.1% | 8,426 | 0.0% | 0.38% | -1.8% |
| Q4 2020 | $574,000 | +13.7% | 8,426 | 0.0% | 0.38% | +4.4% |
| Q3 2020 | $505,000 | +4.8% | 8,426 | -2.8% | 0.37% | +1.1% |
| Q2 2020 | $482,000 | -6.6% | 8,665 | -19.4% | 0.36% | -19.2% |
| Q1 2020 | $516,000 | -32.5% | 10,747 | 0.0% | 0.45% | -15.8% |
| Q4 2019 | $764,000 | +18.4% | 10,747 | +5.9% | 0.53% | +11.5% |
| Q3 2019 | $645,000 | -3.7% | 10,147 | -1.5% | 0.48% | -4.2% |
| Q2 2019 | $670,000 | -1.2% | 10,297 | 0.0% | 0.50% | -2.2% |
| Q1 2019 | $678,000 | +8.0% | 10,297 | -46.7% | 0.51% | -1.7% |
| Q4 2018 | $628,000 | -6.0% | 19,304 | -3.1% | 0.52% | +4.2% |
| Q3 2018 | $668,000 | -1.2% | 19,915 | -0.6% | 0.50% | -2.5% |
| Q2 2018 | $676,000 | -5.8% | 20,036 | -3.2% | 0.51% | -10.4% |
| Q1 2018 | $718,000 | -0.8% | 20,708 | -0.4% | 0.57% | -0.2% |
| Q4 2017 | $724,000 | +3.9% | 20,799 | +2.1% | 0.57% | -0.2% |
| Q3 2017 | $697,000 | +6.2% | 20,372 | +3.4% | 0.57% | -14.2% |
| Q2 2017 | $656,000 | +6.3% | 19,708 | +3.2% | 0.67% | +23.3% |
| Q1 2017 | $617,000 | +8.4% | 19,100 | +4.2% | 0.54% | +3.6% |
| Q4 2016 | $569,000 | -7.5% | 18,328 | -3.9% | 0.52% | -11.8% |
| Q3 2016 | $615,000 | +9.2% | 19,080 | +4.3% | 0.59% | +5.5% |
| Q2 2016 | $563,000 | -13.3% | 18,292 | -7.2% | 0.56% | -12.8% |
| Q1 2016 | $649,000 | -8.2% | 19,710 | -4.9% | 0.64% | -9.7% |
| Q4 2015 | $707,000 | +3.8% | 20,728 | +1.3% | 0.71% | +1.9% |
| Q3 2015 | $681,000 | -12.7% | 20,466 | -6.2% | 0.70% | -4.0% |
| Q2 2015 | $780,000 | -10.0% | 21,828 | -6.6% | 0.73% | -12.1% |
| Q1 2015 | $867,000 | +5.5% | 23,370 | +1.6% | 0.83% | +3.1% |
| Q4 2014 | $822,000 | – | 22,991 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 210,617 | $13,361,538 | 3.86% |
| INVENIO WEALTH PARTNERS LLC | 50,635 | $3,212,285 | 1.59% |
| Neumann Capital Management, LLC | 70,403 | $4,466,366 | 1.54% |
| LRI Investments, LLC | 206,665 | $13,110,828 | 1.49% |
| Marathon Strategic Advisors, LLC | 20,066 | $1,272,987 | 1.49% |
| FAMILY WEALTH PARTNERS, LLC | 37,872 | $2,402,580 | 1.25% |
| Freedom Investment Management, Inc. | 226,257 | $14,353,751 | 1.18% |
| Great Point Wealth Advisors, LLC | 80,706 | $5,120,009 | 1.17% |
| WESCAP Management Group, Inc. | 62,561 | $3,968,892 | 1.12% |
| FFG RETIREMENT ADVISORS LLC | 24,122 | $1,530,300 | 1.07% |