WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 177 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,416 | -0.6% | 38,090 | +2.2% | 0.00% | 0.0% |
| Q1 2024 | $2,430 | -6.5% | 37,267 | -8.5% | 0.00% | -20.0% |
| Q4 2023 | $2,600 | +6.4% | 40,723 | -4.2% | 0.01% | 0.0% |
| Q3 2023 | $2,443 | -15.1% | 42,510 | -12.1% | 0.01% | -16.7% |
| Q2 2023 | $2,876 | -4.0% | 48,360 | -1.6% | 0.01% | 0.0% |
| Q1 2023 | $2,996 | -12.4% | 49,167 | -16.7% | 0.01% | -25.0% |
| Q4 2022 | $3,422 | -99.9% | 59,051 | +2.6% | 0.01% | 0.0% |
| Q3 2022 | $2,960,000 | +15.1% | 57,561 | +30.6% | 0.01% | +14.3% |
| Q2 2022 | $2,572,000 | -17.0% | 44,070 | -2.5% | 0.01% | 0.0% |
| Q1 2022 | $3,100,000 | -18.2% | 45,177 | -12.2% | 0.01% | -22.2% |
| Q4 2021 | $3,789,000 | +2.0% | 51,453 | +2.9% | 0.01% | 0.0% |
| Q3 2021 | $3,713,000 | -5.0% | 50,017 | -4.4% | 0.01% | -10.0% |
| Q2 2021 | $3,908,000 | +6.3% | 52,333 | +2.8% | 0.01% | 0.0% |
| Q1 2021 | $3,675,000 | -2.6% | 50,886 | -8.2% | 0.01% | -9.1% |
| Q4 2020 | $3,775,000 | +17.2% | 55,435 | +3.1% | 0.01% | 0.0% |
| Q3 2020 | $3,220,000 | -15.3% | 53,769 | -21.3% | 0.01% | -21.4% |
| Q2 2020 | $3,802,000 | -29.5% | 68,360 | -39.1% | 0.01% | -44.0% |
| Q1 2020 | $5,390,000 | -48.6% | 112,191 | -24.0% | 0.02% | -37.5% |
| Q4 2019 | $10,494,000 | +5.1% | 147,565 | -6.1% | 0.04% | -7.0% |
| Q3 2019 | $9,982,000 | -8.6% | 157,161 | -6.5% | 0.04% | -10.4% |
| Q2 2019 | $10,927,000 | -1.5% | 168,065 | -0.3% | 0.05% | -5.9% |
| Q1 2019 | $11,096,000 | +20.1% | 168,609 | +10.1% | 0.05% | +4.1% |
| Q4 2018 | $9,237,000 | -11.5% | 153,146 | +4.4% | 0.05% | -2.0% |
| Q3 2018 | $10,434,000 | +4.5% | 146,673 | +5.7% | 0.05% | -3.8% |
| Q2 2018 | $9,986,000 | +18.8% | 138,798 | +26.2% | 0.05% | +13.0% |
| Q1 2018 | $8,404,000 | +7.9% | 109,960 | +8.4% | 0.05% | +7.0% |
| Q4 2017 | $7,791,000 | – | 101,447 | – | 0.04% | – |
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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% |