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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $127,000 | -2.3% | 2,179 | +15.0% | 0.03% | +13.0% |
| Q1 2022 | $130,000 | 0.0% | 1,894 | +7.1% | 0.02% | +4.5% |
| Q4 2021 | $130,000 | +2.4% | 1,768 | +3.4% | 0.02% | -4.3% |
| Q3 2021 | $127,000 | +7.6% | 1,710 | +8.0% | 0.02% | +4.5% |
| Q2 2021 | $118,000 | -7.8% | 1,583 | -10.6% | 0.02% | -24.1% |
| Q1 2021 | $128,000 | -52.9% | 1,771 | -55.6% | 0.03% | -57.4% |
| Q4 2020 | $272,000 | +17.2% | 3,988 | +3.0% | 0.07% | -9.3% |
| Q3 2020 | $232,000 | +10.0% | 3,871 | +2.2% | 0.08% | -7.4% |
| Q2 2020 | $211,000 | +1.0% | 3,788 | -12.9% | 0.08% | -14.7% |
| Q1 2020 | $209,000 | -32.8% | 4,349 | -0.4% | 0.10% | -18.8% |
| Q4 2019 | $311,000 | -19.0% | 4,368 | -27.8% | 0.12% | -32.4% |
| Q3 2019 | $384,000 | -9.9% | 6,051 | -6.7% | 0.17% | -6.0% |
| Q2 2019 | $426,000 | +35.7% | 6,484 | +35.9% | 0.18% | +14.3% |
| Q1 2019 | $314,000 | +46.0% | 4,771 | +33.7% | 0.16% | +14.2% |
| Q4 2018 | $215,000 | +144.3% | 3,568 | +189.6% | 0.14% | +166.0% |
| Q3 2018 | $88,000 | +22.2% | 1,232 | +23.2% | 0.05% | -31.2% |
| Q2 2018 | $72,000 | -8.9% | 1,000 | -5.1% | 0.08% | +32.8% |
| Q1 2018 | $79,000 | -4.8% | 1,054 | 0.0% | 0.06% | -6.5% |
| Q4 2017 | $83,000 | +1975.0% | 1,054 | +1851.9% | 0.06% | +1450.0% |
| Q3 2017 | $4,000 | 0.0% | 54 | +1.9% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | +33.3% | 53 | +1.9% | 0.00% | +33.3% |
| Q1 2017 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $3,000 | – | 52 | – | 0.00% | – |
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% |