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 | $3,082,520 | -26.3% | 53,616 | -23.7% | 0.01% | -37.5% |
| Q2 2023 | $4,180,203 | -4.1% | 70,274 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $4,358,365 | +4.5% | 71,582 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $4,171,412 | +17.2% | 71,940 | +4.0% | 0.01% | 0.0% |
| Q3 2022 | $3,558,000 | -9.2% | 69,159 | +3.1% | 0.01% | -11.1% |
| Q2 2022 | $3,918,000 | +5.7% | 67,066 | -4.4% | 0.01% | +28.6% |
| Q1 2022 | $3,706,000 | -54.0% | 70,186 | -35.8% | 0.01% | -53.3% |
| Q4 2021 | $8,060,000 | +8.9% | 109,266 | +9.8% | 0.02% | 0.0% |
| Q3 2021 | $7,398,000 | +7.6% | 99,513 | +8.2% | 0.02% | 0.0% |
| Q2 2021 | $6,874,000 | +50.3% | 91,975 | +45.7% | 0.02% | +36.4% |
| Q1 2021 | $4,573,000 | +4.1% | 63,135 | -2.1% | 0.01% | -8.3% |
| Q4 2020 | $4,395,000 | +18.0% | 64,522 | +2.6% | 0.01% | +9.1% |
| Q3 2020 | $3,724,000 | -10.4% | 62,864 | -15.8% | 0.01% | -21.4% |
| Q2 2020 | $4,154,000 | +10.0% | 74,655 | -5.2% | 0.01% | -6.7% |
| Q1 2020 | $3,777,000 | – | 78,746 | – | 0.02% | – |
Download | ||||||
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% |