WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,675 | -4.8% | 21,745 | -1.5% | 0.15% | -4.5% |
| Q2 2023 | $1,312,021 | -14.4% | 22,066 | -12.3% | 0.16% | -42.9% |
| Q1 2023 | $1,532,430 | +4.7% | 25,147 | -0.4% | 0.28% | +0.4% |
| Q4 2022 | $1,463,734 | -16.0% | 25,254 | -25.4% | 0.27% | -28.3% |
| Q3 2022 | $1,742,000 | -20.3% | 33,867 | -9.6% | 0.38% | -36.5% |
| Q2 2022 | $2,186,000 | -15.9% | 37,443 | -1.1% | 0.60% | -35.9% |
| Q1 2022 | $2,599,000 | -8.5% | 37,871 | -1.8% | 0.94% | -9.5% |
| Q4 2021 | $2,841,000 | – | 38,568 | – | 1.04% | – |
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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% |