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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $30,356 | +15876.8% | 400 | -83.9% | 0.00% | -80.0% |
| Q4 2022 | $190 | -99.9% | 2,483 | -12.0% | 0.01% | -16.7% |
| Q3 2022 | $218,000 | +63.9% | 2,821 | +61.8% | 0.01% | +50.0% |
| Q2 2022 | $133,000 | -7.0% | 1,744 | -6.9% | 0.00% | +100.0% |
| Q1 2022 | $143,000 | +1330.0% | 1,874 | +1341.5% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 130 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 130 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 130 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $7,000 | -82.9% | 130 | -84.6% | 0.00% | -75.0% |
| Q1 2020 | $41,000 | -31.7% | 843 | +0.6% | 0.00% | -20.0% |
| Q4 2019 | $60,000 | +15.4% | 838 | +0.4% | 0.01% | +66.7% |
| Q3 2019 | $52,000 | +116.7% | 835 | +137.2% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | -82.6% | 352 | -84.6% | 0.00% | -62.5% |
| Q4 2018 | $138,000 | -44.1% | 2,285 | -34.1% | 0.01% | -20.0% |
| Q3 2018 | $247,000 | -35.8% | 3,466 | -35.3% | 0.01% | -37.5% |
| Q2 2018 | $385,000 | +95.4% | 5,358 | +108.4% | 0.02% | +77.8% |
| Q1 2018 | $197,000 | 0.0% | 2,571 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $197,000 | +64.2% | 2,571 | +58.6% | 0.01% | +80.0% |
| Q3 2017 | $120,000 | -2.4% | 1,621 | -8.4% | 0.01% | 0.0% |
| Q2 2017 | $123,000 | -6.1% | 1,769 | -11.3% | 0.01% | -16.7% |
| Q1 2017 | $131,000 | +59.8% | 1,994 | +46.7% | 0.01% | +50.0% |
| Q4 2016 | $82,000 | -1.2% | 1,359 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $83,000 | +93.0% | 1,358 | +75.9% | 0.00% | +100.0% |
| Q2 2016 | $43,000 | +79.2% | 772 | +119.3% | 0.00% | -33.3% |
| Q1 2016 | $24,000 | -50.0% | 352 | -57.4% | 0.00% | 0.0% |
| Q4 2015 | $48,000 | – | 826 | – | 0.00% | – |
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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% |