WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 177 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,543 | -2.7% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $15,977 | +2.1% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $15,643 | +11.1% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $14,081 | -3.3% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,568 | -13.1% | 245 | -10.9% | 0.00% | 0.0% |
| Q1 2023 | $16,759 | +25.7% | 275 | +19.6% | 0.00% | 0.0% |
| Q4 2022 | $13,331 | +33.3% | 230 | +17.9% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | +11.1% | 195 | +25.8% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | +50.0% | 155 | +72.2% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 90 | 0.0% | 0.00% | -60.0% |
| Q3 2018 | $6,000 | -53.8% | 90 | -50.0% | 0.01% | -58.3% |
| Q2 2018 | $13,000 | +85.7% | 180 | +100.0% | 0.01% | +71.4% |
| Q1 2018 | $7,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $7,000 | – | 90 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 210,617 | $13,361,538 | 3.86% |
| INVENIO WEALTH PARTNERS LLC | 50,635 | $3,212,285 | 1.59% |
| Neumann Capital Management, LLC | 70,403 | $4,466,366 | 1.54% |
| LRI Investments, LLC | 206,665 | $13,110,828 | 1.49% |
| Marathon Strategic Advisors, LLC | 20,066 | $1,272,987 | 1.49% |
| FAMILY WEALTH PARTNERS, LLC | 37,872 | $2,402,580 | 1.25% |
| Freedom Investment Management, Inc. | 226,257 | $14,353,751 | 1.18% |
| Great Point Wealth Advisors, LLC | 80,706 | $5,120,009 | 1.17% |
| WESCAP Management Group, Inc. | 62,561 | $3,968,892 | 1.12% |
| FFG RETIREMENT ADVISORS LLC | 24,122 | $1,530,300 | 1.07% |