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 | $3,580,263 | +197.2% | 56,435 | +205.5% | 0.09% | +168.6% |
| Q1 2024 | $1,204,580 | -62.6% | 18,472 | -63.4% | 0.04% | -77.3% |
| Q4 2023 | $3,218,110 | +37.2% | 50,404 | +23.5% | 0.15% | +35.1% |
| Q3 2023 | $2,345,183 | -24.2% | 40,807 | -21.5% | 0.11% | -33.7% |
| Q2 2023 | $3,092,811 | +3.5% | 52,014 | +6.1% | 0.17% | -10.9% |
| Q1 2023 | $2,988,396 | +17.0% | 49,038 | +11.2% | 0.19% | -2.5% |
| Q4 2022 | $2,554,885 | +23.4% | 44,080 | +9.6% | 0.20% | +62.3% |
| Q3 2022 | $2,070,000 | -9.2% | 40,235 | +3.2% | 0.12% | -36.5% |
| Q2 2022 | $2,280,000 | -12.3% | 38,989 | +3.1% | 0.19% | -25.9% |
| Q1 2022 | $2,601,000 | – | 37,830 | – | 0.26% | – |
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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% |