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 | $172 | -10.4% | 3 | -95.1% | 0.00% | -100.0% |
| Q1 2023 | $192 | -99.9% | 61 | +19.6% | 0.01% | +20.0% |
| Q3 2022 | $162,000 | -12.0% | 51 | -12.1% | 0.01% | -16.7% |
| Q2 2022 | $184,000 | -14.8% | 58 | -15.9% | 0.01% | 0.0% |
| Q1 2022 | $216,000 | -6.9% | 69 | -6.8% | 0.01% | +20.0% |
| Q4 2021 | $232,000 | +213.5% | 74 | +2366.7% | 0.01% | -85.7% |
| Q3 2021 | $74,000 | -1.3% | 3 | 0.0% | 0.04% | +29.6% |
| Q2 2021 | $75,000 | -66.1% | 3 | 0.0% | 0.03% | +440.0% |
| Q1 2021 | $221,000 | +22000.0% | 3 | -80.0% | 0.01% | +400.0% |
| Q4 2020 | $1,000 | -100.0% | 15 | -79.5% | 0.00% | -90.9% |
| Q1 2020 | $3,531,000 | +4873.2% | 73 | +711.1% | 0.01% | -77.6% |
| Q4 2019 | $71,000 | – | 9 | +350.0% | 0.05% | – |
| Q3 2019 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 3 | -99.2% | 0.00% | -100.0% |
| Q3 2018 | $24,000 | 0.0% | 378 | +8.9% | 0.02% | +8.7% |
| Q2 2018 | $24,000 | 0.0% | 347 | +8.8% | 0.02% | -8.0% |
| Q1 2018 | $24,000 | – | 319 | – | 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% |