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 | $28,432 | -34.8% | 495 | -32.5% | 0.00% | – |
| Q2 2023 | $43,584 | -15.5% | 733 | -13.4% | 0.00% | – |
| Q1 2023 | $51,554 | +69.0% | 846 | +60.8% | 0.00% | – |
| Q4 2022 | $30,509 | +38.7% | 526 | +20.4% | 0.00% | – |
| Q3 2022 | $22,000 | -43.6% | 437 | -34.4% | 0.00% | – |
| Q2 2022 | $39,000 | -40.9% | 666 | -30.3% | 0.00% | – |
| Q1 2022 | $66,000 | -23.3% | 956 | -17.8% | 0.00% | – |
| Q4 2021 | $86,000 | +72.0% | 1,163 | +70.8% | 0.00% | – |
| Q3 2021 | $50,000 | +51.5% | 681 | +56.6% | 0.00% | – |
| Q2 2021 | $33,000 | +73.7% | 435 | +59.9% | 0.00% | – |
| Q1 2021 | $19,000 | 0.0% | 272 | -0.7% | 0.00% | – |
| Q4 2020 | $19,000 | -9.5% | 274 | -22.6% | 0.00% | – |
| Q3 2020 | $21,000 | +600.0% | 354 | +500.0% | 0.00% | – |
| Q2 2020 | $3,000 | -88.5% | 59 | -89.4% | 0.00% | – |
| Q1 2020 | $26,000 | -50.9% | 555 | -24.9% | 0.00% | – |
| Q4 2019 | $53,000 | +32.5% | 739 | +16.0% | 0.00% | – |
| Q3 2019 | $40,000 | -31.0% | 637 | -28.6% | 0.00% | – |
| Q2 2019 | $58,000 | – | 892 | +89100.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -96.3% | 0.00% | – |
| Q4 2018 | $2,000 | – | 27 | +2600.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2018 | $271,000 | -69.2% | 3,767 | -67.3% | 0.00% | – |
| Q1 2018 | $881,000 | – | 11,530 | – | 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% |