WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,552,610 | +1.5% | 27,016 | +5.0% | 0.40% | +4.9% |
| Q2 2023 | $1,530,084 | +6.6% | 25,733 | +9.2% | 0.39% | +3.5% |
| Q1 2023 | $1,435,929 | +19.5% | 23,563 | +13.6% | 0.37% | +14.8% |
| Q4 2022 | $1,201,801 | +37.3% | 20,735 | +21.9% | 0.32% | +21.3% |
| Q3 2022 | $875,000 | +20.4% | 17,008 | +36.5% | 0.27% | +22.4% |
| Q2 2022 | $727,000 | +50.8% | 12,459 | +77.4% | 0.22% | +61.0% |
| Q1 2022 | $482,000 | +1995.7% | 7,022 | +2150.6% | 0.14% | +1842.9% |
| Q4 2021 | $23,000 | 0.0% | 312 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $23,000 | – | 312 | – | 0.01% | – |
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% |