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 | $751,673 | -13.6% | 13,079 | -10.6% | 0.14% | -11.0% |
| Q2 2023 | $870,063 | -7.1% | 14,633 | -4.8% | 0.15% | -24.5% |
| Q1 2023 | $936,748 | -8.5% | 15,372 | -13.0% | 0.20% | -7.7% |
| Q4 2022 | $1,023,948 | +2.3% | 17,666 | -9.2% | 0.22% | -20.8% |
| Q3 2022 | $1,001,000 | -17.0% | 19,462 | -5.8% | 0.28% | -14.7% |
| Q2 2022 | $1,206,000 | -20.9% | 20,664 | -6.9% | 0.33% | -16.8% |
| Q1 2022 | $1,524,000 | – | 22,199 | – | 0.39% | – |
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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% |