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 | $206,260 | -3.3% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $213,402 | -2.4% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $218,714 | +5.1% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $208,018 | +12.4% | 3,589 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $185,000 | +1955.6% | 3,589 | +2726.0% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 127 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 127 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 127 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -85.7% | 127 | -80.2% | 0.00% | – |
| Q1 2019 | $42,000 | +7.7% | 640 | 0.0% | 0.00% | – |
| Q4 2018 | $39,000 | -55.7% | 640 | -48.2% | 0.00% | -100.0% |
| Q3 2018 | $88,000 | -8.3% | 1,235 | -7.5% | 0.00% | 0.0% |
| Q2 2018 | $96,000 | +772.7% | 1,335 | +840.1% | 0.00% | – |
| Q4 2017 | $11,000 | +22.2% | 142 | +5.2% | 0.00% | – |
| Q1 2017 | $9,000 | +50.0% | 135 | +33.7% | 0.00% | – |
| Q4 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2014 | $6,000 | -14.3% | 101 | 0.0% | 0.00% | – |
| Q2 2014 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2014 | $7,000 | +16.7% | 101 | 0.0% | 0.00% | – |
| Q4 2013 | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2013 | $6,000 | +20.0% | 101 | 0.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 101 | – | 0.00% | – |
Download | ||||||
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% |