WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 197 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,675,714 | -8.8% | 57,940 | -6.2% | 0.02% | -22.2% |
| Q1 2024 | $4,028,407 | +15.4% | 61,776 | +13.0% | 0.03% | -3.6% |
| Q4 2023 | $3,491,651 | +11.6% | 54,689 | +0.5% | 0.03% | -9.7% |
| 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% | – |
Download | ||||||
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% |