WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,241 | -16.0% | 300 | -13.0% | 0.00% | – |
| Q2 2023 | $20,513 | -21.4% | 345 | -19.4% | 0.00% | – |
| Q1 2023 | $26,082 | +30.4% | 428 | +24.1% | 0.00% | – |
| Q4 2022 | $19,997 | -35.5% | 345 | -42.1% | 0.00% | – |
| Q3 2022 | $31,000 | -41.5% | 596 | -33.5% | 0.00% | – |
| Q2 2022 | $53,000 | -80.6% | 896 | -77.4% | 0.00% | – |
| Q1 2022 | $273,000 | -25.2% | 3,964 | -20.0% | 0.00% | -100.0% |
| Q4 2021 | $365,000 | -15.3% | 4,957 | -14.6% | 0.00% | 0.0% |
| Q3 2021 | $431,000 | -11.7% | 5,803 | -11.2% | 0.00% | 0.0% |
| Q2 2021 | $488,000 | +34.4% | 6,534 | +30.2% | 0.00% | 0.0% |
| Q1 2021 | $363,000 | +9.0% | 5,020 | +2.6% | 0.00% | 0.0% |
| Q4 2020 | $333,000 | +34.8% | 4,894 | +19.1% | 0.00% | 0.0% |
| Q3 2020 | $247,000 | -2.0% | 4,109 | -9.0% | 0.00% | 0.0% |
| Q2 2020 | $252,000 | +20.0% | 4,516 | +3.3% | 0.00% | 0.0% |
| Q1 2020 | $210,000 | -44.9% | 4,372 | -18.4% | 0.00% | 0.0% |
| Q4 2019 | $381,000 | +7.6% | 5,359 | -4.0% | 0.00% | 0.0% |
| Q3 2019 | $354,000 | +15.3% | 5,585 | +18.1% | 0.00% | 0.0% |
| Q2 2019 | $307,000 | -5.0% | 4,729 | -3.5% | 0.00% | 0.0% |
| Q1 2019 | $323,000 | +21.4% | 4,901 | +11.0% | 0.00% | 0.0% |
| Q4 2018 | $266,000 | -15.0% | 4,414 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $313,000 | -1.6% | 4,414 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $318,000 | -13.8% | 4,414 | -8.7% | 0.00% | 0.0% |
| Q1 2018 | $369,000 | +8.2% | 4,832 | +8.5% | 0.00% | 0.0% |
| Q4 2017 | $341,000 | -10.0% | 4,455 | -13.3% | 0.00% | 0.0% |
| Q3 2017 | $379,000 | +16.6% | 5,138 | +10.0% | 0.00% | 0.0% |
| Q2 2017 | $325,000 | +6.2% | 4,670 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $306,000 | +2.7% | 4,670 | -5.8% | 0.00% | 0.0% |
| Q4 2016 | $298,000 | +3.5% | 4,956 | +6.0% | 0.00% | 0.0% |
| Q3 2016 | $288,000 | -5.3% | 4,675 | -13.7% | 0.00% | 0.0% |
| Q2 2016 | $304,000 | -4.4% | 5,415 | +0.3% | 0.00% | 0.0% |
| Q1 2016 | $318,000 | +14.4% | 5,401 | +13.0% | 0.00% | 0.0% |
| Q4 2015 | $278,000 | +9.9% | 4,778 | +4.2% | 0.00% | 0.0% |
| Q3 2015 | $253,000 | -0.4% | 4,585 | +8.8% | 0.00% | 0.0% |
| Q2 2015 | $254,000 | -0.8% | 4,213 | -2.4% | 0.00% | 0.0% |
| Q1 2015 | $256,000 | -8.6% | 4,315 | -14.6% | 0.00% | 0.0% |
| Q4 2014 | $280,000 | -6.4% | 5,050 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $299,000 | -11.5% | 5,050 | -3.3% | 0.00% | 0.0% |
| Q2 2014 | $338,000 | -30.3% | 5,220 | -30.1% | 0.00% | -50.0% |
| Q1 2014 | $485,000 | +3.0% | 7,467 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $471,000 | +13.2% | 7,467 | +7.8% | 0.00% | 0.0% |
| Q3 2013 | $416,000 | +11.8% | 6,924 | -2.8% | 0.00% | 0.0% |
| Q2 2013 | $372,000 | – | 7,127 | – | 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% |