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 | $212,738 | -22.1% | 3,701 | -6.9% | 0.00% | 0.0% |
| Q1 2022 | $273,000 | +18.2% | 3,975 | +26.9% | 0.00% | 0.0% |
| Q4 2021 | $231,000 | -3.8% | 3,133 | -3.2% | 0.00% | 0.0% |
| Q3 2021 | $240,000 | +1.7% | 3,235 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $236,000 | -31.2% | 3,157 | -33.5% | 0.00% | 0.0% |
| Q1 2021 | $343,000 | +2.1% | 4,748 | -3.6% | 0.00% | 0.0% |
| Q4 2020 | $336,000 | +13.1% | 4,927 | -0.7% | 0.00% | 0.0% |
| Q3 2020 | $297,000 | +7.6% | 4,961 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $276,000 | -35.1% | 4,964 | -43.9% | 0.00% | -50.0% |
| Q1 2020 | $425,000 | -35.3% | 8,854 | -4.2% | 0.00% | 0.0% |
| Q4 2019 | $657,000 | -16.2% | 9,241 | -25.1% | 0.00% | -33.3% |
| Q3 2019 | $784,000 | -62.1% | 12,345 | -61.2% | 0.00% | -62.5% |
| Q2 2019 | $2,069,000 | -50.1% | 31,830 | -49.5% | 0.01% | -66.7% |
| Q1 2019 | $4,150,000 | -44.0% | 63,056 | -48.7% | 0.02% | -52.0% |
| Q4 2018 | $7,413,000 | -12.7% | 122,901 | +3.3% | 0.05% | -5.7% |
| Q3 2018 | $8,487,000 | +4.1% | 118,960 | +5.0% | 0.05% | -3.6% |
| Q2 2018 | $8,150,000 | -6.1% | 113,267 | -0.3% | 0.06% | -9.8% |
| Q1 2018 | $8,680,000 | -1.5% | 113,563 | -1.0% | 0.06% | -1.6% |
| Q4 2017 | $8,808,000 | +13.2% | 114,692 | +9.0% | 0.06% | +5.1% |
| Q3 2017 | $7,780,000 | +8.0% | 105,205 | +1.5% | 0.06% | +5.4% |
| Q2 2017 | $7,205,000 | +55.6% | 103,626 | +46.5% | 0.06% | +51.4% |
| Q1 2017 | $4,630,000 | +10.8% | 70,719 | +1.6% | 0.04% | +2.8% |
| Q4 2016 | $4,179,000 | +7.9% | 69,633 | +10.3% | 0.04% | +2.9% |
| Q3 2016 | $3,873,000 | +16.1% | 63,113 | +6.2% | 0.04% | +12.9% |
| Q2 2016 | $3,336,000 | -4.5% | 59,453 | +0.3% | 0.03% | -6.1% |
| Q1 2016 | $3,492,000 | -17.1% | 59,282 | -18.2% | 0.03% | -21.4% |
| Q4 2015 | $4,212,000 | +59.2% | 72,496 | +51.2% | 0.04% | +50.0% |
| Q3 2015 | $2,646,000 | +34.9% | 47,961 | +47.6% | 0.03% | +47.4% |
| Q2 2015 | $1,961,000 | – | 32,501 | – | 0.02% | – |
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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% |