WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,335,140 | +7.1% | 75,433 | +10.8% | 0.75% | +9.2% |
| Q2 2023 | $4,048,228 | -1.4% | 68,083 | +1.0% | 0.68% | -3.5% |
| Q1 2023 | $4,106,077 | +10.2% | 67,379 | +4.8% | 0.71% | +7.1% |
| Q4 2022 | $3,726,303 | +20.1% | 64,291 | +6.6% | 0.66% | +11.8% |
| Q3 2022 | $3,102,000 | +1.1% | 60,304 | +14.7% | 0.59% | +8.0% |
| Q2 2022 | $3,068,000 | +3.8% | 52,554 | +22.0% | 0.55% | +17.3% |
| Q1 2022 | $2,956,000 | +10.0% | 43,068 | +18.2% | 0.47% | +13.1% |
| Q4 2021 | $2,687,000 | +15.4% | 36,422 | +16.2% | 0.41% | +8.4% |
| Q3 2021 | $2,328,000 | +15.4% | 31,352 | +16.1% | 0.38% | +15.1% |
| Q2 2021 | $2,017,000 | +61.0% | 27,014 | +55.7% | 0.33% | +51.1% |
| Q1 2021 | $1,253,000 | +21.7% | 17,350 | +14.7% | 0.22% | +25.9% |
| Q4 2020 | $1,030,000 | +17.3% | 15,128 | +3.2% | 0.17% | +40.3% |
| Q3 2020 | $878,000 | +10.9% | 14,655 | +3.0% | 0.12% | +3.3% |
| Q2 2020 | $792,000 | +14.1% | 14,230 | -1.5% | 0.12% | -6.2% |
| Q1 2020 | $694,000 | -14.6% | 14,449 | +26.5% | 0.13% | -2.3% |
| Q4 2019 | $813,000 | +12.0% | 11,426 | +6.6% | 0.13% | +11.0% |
| Q3 2019 | $726,000 | +387.2% | 10,714 | +368.7% | 0.12% | +87.3% |
| Q2 2019 | $149,000 | -0.7% | 2,286 | 0.0% | 0.06% | -6.0% |
| Q1 2019 | $150,000 | +8.7% | 2,286 | 0.0% | 0.07% | -2.9% |
| Q4 2018 | $138,000 | -15.3% | 2,286 | 0.0% | 0.07% | -5.5% |
| Q3 2018 | $163,000 | +43.0% | 2,286 | +44.0% | 0.07% | +30.4% |
| Q2 2018 | $114,000 | -5.8% | 1,587 | 0.0% | 0.06% | -8.2% |
| Q1 2018 | $121,000 | -1.6% | 1,587 | -0.9% | 0.06% | +1.7% |
| Q4 2017 | $123,000 | +4.2% | 1,602 | 0.0% | 0.06% | +1.7% |
| Q3 2017 | $118,000 | +6.3% | 1,602 | 0.0% | 0.06% | +3.5% |
| Q2 2017 | $111,000 | +5.7% | 1,602 | 0.0% | 0.06% | +1.8% |
| Q1 2017 | $105,000 | +2.9% | 1,602 | -5.9% | 0.06% | +3.7% |
| Q4 2016 | $102,000 | – | 1,702 | – | 0.05% | – |
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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% |