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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,039,660 | +8.8% | 32,525 | -0.5% | 0.76% | -0.4% |
| Q3 2023 | $1,874,019 | -7.9% | 32,692 | -4.4% | 0.77% | -3.6% |
| Q2 2023 | $2,034,150 | -2.4% | 34,210 | +0.0% | 0.80% | -7.1% |
| Q1 2023 | $2,084,282 | -10.1% | 34,202 | -14.5% | 0.86% | +8.6% |
| Q4 2022 | $2,318,725 | -16.7% | 40,006 | -25.5% | 0.79% | -26.4% |
| Q3 2022 | $2,785,000 | -18.8% | 53,708 | -10.4% | 1.07% | -21.5% |
| Q2 2022 | $3,431,000 | -16.8% | 59,939 | -0.2% | 1.37% | -55.2% |
| Q1 2022 | $4,123,000 | -1.2% | 60,066 | +6.9% | 3.05% | +89.2% |
| Q4 2021 | $4,174,000 | -0.2% | 56,198 | +1.1% | 1.61% | +0.5% |
| Q3 2021 | $4,182,000 | +0.3% | 55,560 | -0.9% | 1.61% | -13.7% |
| Q2 2021 | $4,171,000 | -2.8% | 56,075 | -1.5% | 1.86% | -45.1% |
| Q1 2021 | $4,291,000 | +5.5% | 56,921 | -4.7% | 3.39% | -5.3% |
| Q4 2020 | $4,068,000 | – | 59,723 | – | 3.58% | – |
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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% |