WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,128,207 | +4.6% | 54,432 | +8.2% | 0.03% | +3.3% |
| Q2 2023 | $2,991,076 | +2.3% | 50,304 | +4.9% | 0.03% | -6.2% |
| Q1 2023 | $2,922,813 | +11.1% | 47,962 | +5.7% | 0.03% | +39.1% |
| Q4 2022 | $2,630,573 | -99.9% | 45,386 | -48.8% | 0.02% | -4.2% |
| Q3 2022 | $2,281,279,000 | +109313.9% | 88,604 | +148.1% | 0.02% | +14.3% |
| Q2 2022 | $2,085,000 | +0.1% | 35,711 | +17.7% | 0.02% | -4.5% |
| Q1 2022 | $2,083,000 | +0.1% | 30,348 | +7.4% | 0.02% | +4.8% |
| Q4 2021 | $2,081,000 | -1.0% | 28,250 | -0.2% | 0.02% | 0.0% |
| Q3 2021 | $2,102,000 | +3.8% | 28,314 | +4.4% | 0.02% | -8.7% |
| Q2 2021 | $2,025,000 | +7.4% | 27,118 | +3.9% | 0.02% | -4.2% |
| Q1 2021 | $1,886,000 | +4.8% | 26,108 | -1.0% | 0.02% | +14.3% |
| Q4 2020 | $1,799,000 | -100.0% | 26,370 | -62.0% | 0.02% | -72.7% |
| Q3 2020 | $4,148,000,000 | – | 69,389 | – | 0.08% | – |
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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% |