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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239 | -45.7% | 4,022 | -44.3% | 0.00% | -66.7% |
| Q1 2023 | $440 | +25.4% | 7,220 | +19.4% | 0.00% | +50.0% |
| Q4 2022 | $351 | -99.8% | 6,049 | +53.5% | 0.00% | 0.0% |
| Q3 2022 | $203,000 | -26.2% | 3,942 | -16.4% | 0.00% | 0.0% |
| Q2 2022 | $275,000 | -63.5% | 4,714 | -57.1% | 0.00% | -60.0% |
| Q1 2022 | $754,000 | -16.9% | 10,985 | -10.8% | 0.01% | -28.6% |
| Q4 2021 | $907,000 | -22.3% | 12,320 | -21.7% | 0.01% | -22.2% |
| Q3 2021 | $1,168,000 | +10.4% | 15,737 | +11.1% | 0.01% | 0.0% |
| Q2 2021 | $1,058,000 | +11.5% | 14,164 | +7.8% | 0.01% | 0.0% |
| Q1 2021 | $949,000 | +3.3% | 13,139 | -2.6% | 0.01% | -10.0% |
| Q4 2020 | $919,000 | +16.9% | 13,495 | +2.9% | 0.01% | 0.0% |
| Q3 2020 | $786,000 | +34.6% | 13,120 | +25.0% | 0.01% | +25.0% |
| Q2 2020 | $584,000 | +17.5% | 10,500 | +1.5% | 0.01% | -11.1% |
| Q1 2020 | $497,000 | -61.2% | 10,340 | -42.6% | 0.01% | -50.0% |
| Q4 2019 | $1,280,000 | -48.5% | 18,005 | -54.0% | 0.02% | -55.0% |
| Q3 2019 | $2,487,000 | -1.0% | 39,155 | +1.4% | 0.04% | +11.1% |
| Q2 2019 | $2,511,000 | -3.6% | 38,615 | -2.4% | 0.04% | -10.0% |
| Q1 2019 | $2,604,000 | -6.0% | 39,574 | -13.8% | 0.04% | -20.0% |
| Q4 2018 | $2,769,000 | -18.8% | 45,904 | -4.2% | 0.05% | -13.8% |
| Q3 2018 | $3,409,000 | -27.7% | 47,921 | -26.9% | 0.06% | -43.7% |
| Q2 2018 | $4,715,000 | +5.7% | 65,535 | +12.3% | 0.10% | +9.6% |
| Q1 2018 | $4,462,000 | +79.9% | 58,374 | +80.8% | 0.09% | +100.0% |
| Q4 2017 | $2,480,000 | +49.8% | 32,291 | +44.3% | 0.05% | +38.2% |
| Q3 2017 | $1,655,000 | +99.4% | 22,376 | +87.4% | 0.03% | +112.5% |
| Q2 2017 | $830,000 | – | 11,940 | – | 0.02% | – |
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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% |