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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $162,376 | +3959.4% | 2,801 | +3445.6% | 0.01% | – |
| Q3 2022 | $4,000 | -20.0% | 79 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 79 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -91.0% | 79 | -91.5% | 0.00% | -100.0% |
| Q1 2021 | $67,000 | +1240.0% | 928 | +1074.7% | 0.00% | – |
| Q4 2020 | $5,000 | -94.0% | 79 | -94.3% | 0.00% | -100.0% |
| Q3 2020 | $83,000 | +7.8% | 1,391 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $77,000 | +16.7% | 1,391 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $66,000 | -40.0% | 1,391 | -10.1% | 0.01% | -37.5% |
| Q4 2019 | $110,000 | +12.2% | 1,548 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $98,000 | -3.0% | 1,548 | 0.0% | 0.01% | -20.0% |
| Q2 2019 | $101,000 | -22.9% | 1,548 | -22.5% | 0.01% | -33.3% |
| Q1 2019 | $131,000 | +9.2% | 1,998 | 0.0% | 0.02% | -11.8% |
| Q4 2018 | $120,000 | -15.5% | 1,998 | 0.0% | 0.02% | -5.6% |
| Q3 2018 | $142,000 | -0.7% | 1,998 | 0.0% | 0.02% | -10.0% |
| Q2 2018 | $143,000 | -18.8% | 1,998 | -13.3% | 0.02% | -25.9% |
| Q1 2018 | $176,000 | -0.6% | 2,304 | 0.0% | 0.03% | -6.9% |
| Q4 2017 | $177,000 | +4.1% | 2,304 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $170,000 | +2.4% | 2,304 | 0.0% | 0.03% | -6.5% |
| Q2 2017 | $166,000 | -47.1% | 2,304 | -50.0% | 0.03% | 0.0% |
| Q1 2017 | $314,000 | +361.8% | 4,608 | +306.3% | 0.03% | +93.8% |
| Q4 2016 | $68,000 | – | 1,134 | – | 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% |