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 | $872,078 | -4.6% | 15,174 | -1.3% | 0.00% | – |
| Q2 2023 | $914,374 | +63.2% | 15,378 | +67.4% | 0.00% | – |
| Q1 2023 | $560,342 | +255763.9% | 9,187 | +143.4% | 0.00% | – |
| Q4 2022 | $219 | -98.4% | 3,774 | +1434.1% | 0.00% | – |
| Q2 2022 | $14,000 | -30.0% | 246 | -14.0% | 0.00% | – |
| Q1 2022 | $20,000 | +233.3% | 286 | +164.8% | 0.00% | – |
| Q2 2020 | $6,000 | -87.5% | 108 | -89.3% | 0.00% | – |
| Q1 2020 | $48,000 | +380.0% | 1,008 | +609.9% | 0.00% | – |
| Q4 2019 | $10,000 | -16.7% | 142 | -24.1% | 0.00% | – |
| Q3 2019 | $12,000 | -7.7% | 187 | -7.4% | 0.00% | – |
| Q2 2019 | $13,000 | -95.0% | 202 | -94.9% | 0.00% | – |
| Q1 2019 | $258,000 | -18.9% | 3,925 | -25.5% | 0.00% | – |
| Q4 2018 | $318,000 | -15.6% | 5,268 | -0.7% | 0.00% | – |
| Q3 2018 | $377,000 | -10.9% | 5,306 | -9.8% | 0.00% | – |
| Q2 2018 | $423,000 | -63.1% | 5,882 | -60.8% | 0.00% | – |
| Q1 2018 | $1,145,000 | +1.7% | 14,986 | +2.2% | 0.00% | – |
| Q4 2017 | $1,126,000 | +3.4% | 14,667 | -1.3% | 0.00% | – |
| Q3 2017 | $1,089,000 | +53.6% | 14,853 | +45.6% | 0.00% | – |
| Q2 2017 | $709,000 | +11.1% | 10,200 | +4.6% | 0.00% | – |
| Q1 2017 | $638,000 | +64.4% | 9,752 | +50.8% | 0.00% | – |
| Q4 2016 | $388,000 | -43.8% | 6,467 | -42.6% | 0.00% | – |
| Q3 2016 | $691,000 | +3.4% | 11,264 | -5.4% | 0.00% | – |
| Q2 2016 | $668,000 | -10.7% | 11,911 | -6.3% | 0.00% | – |
| Q1 2016 | $748,000 | -12.7% | 12,716 | -13.8% | 0.00% | – |
| Q4 2015 | $857,000 | -10.0% | 14,747 | -14.5% | 0.00% | – |
| Q3 2015 | $952,000 | -6.0% | 17,254 | +2.8% | 0.00% | – |
| Q2 2015 | $1,013,000 | +9.3% | 16,790 | +7.4% | 0.00% | – |
| Q1 2015 | $927,000 | +6.4% | 15,640 | -0.3% | 0.00% | – |
| Q4 2014 | $871,000 | -23.6% | 15,680 | -18.6% | 0.00% | – |
| Q3 2014 | $1,140,000 | -5.6% | 19,260 | +3.3% | 0.00% | – |
| Q2 2014 | $1,208,000 | +6.2% | 18,647 | +6.7% | 0.00% | – |
| Q1 2014 | $1,137,000 | +4.3% | 17,480 | +1.1% | 0.00% | – |
| Q4 2013 | $1,090,000 | +10.8% | 17,284 | +5.5% | 0.00% | – |
| Q3 2013 | $984,000 | +27.0% | 16,377 | +10.4% | 0.00% | – |
| Q2 2013 | $775,000 | – | 14,833 | – | 0.00% | – |
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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% |