WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $573,528 | -2.7% | 9,040 | 0.0% | 0.35% | -2.5% |
| Q1 2024 | $589,530 | -0.2% | 9,040 | -2.2% | 0.36% | -8.4% |
| Q4 2023 | $590,427 | -9.9% | 9,248 | -18.9% | 0.39% | -11.1% |
| Q3 2023 | $655,661 | -5.1% | 11,409 | -1.8% | 0.44% | -3.3% |
| Q2 2023 | $691,089 | -4.5% | 11,623 | -2.1% | 0.46% | -6.6% |
| Q1 2023 | $723,464 | -9.6% | 11,872 | -14.0% | 0.49% | -17.7% |
| Q4 2022 | $800,274 | – | 13,807 | – | 0.59% | – |
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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% |