WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 205 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,460,771 | +6.3% | 303,824 | +10.0% | 0.00% | 0.0% |
Q2 2023 | $16,421,856 | -15.7% | 276,183 | -13.6% | 0.00% | 0.0% |
Q1 2023 | $19,490,762 | -42.0% | 319,835 | -44.9% | 0.00% | -50.0% |
Q4 2022 | $33,618,869 | +10.5% | 580,036 | -1.9% | 0.00% | 0.0% |
Q3 2022 | $30,426,000 | -5.6% | 591,482 | +7.2% | 0.00% | 0.0% |
Q2 2022 | $32,219,000 | +7.1% | 551,893 | +25.9% | 0.00% | +33.3% |
Q1 2022 | $30,083,000 | +17.4% | 438,275 | +26.0% | 0.00% | +50.0% |
Q4 2021 | $25,621,000 | -16.3% | 347,886 | -15.6% | 0.00% | -33.3% |
Q3 2021 | $30,606,000 | -0.5% | 412,244 | +0.1% | 0.00% | 0.0% |
Q2 2021 | $30,745,000 | +0.3% | 411,694 | -3.0% | 0.00% | 0.0% |
Q1 2021 | $30,655,000 | -3.3% | 424,395 | -8.8% | 0.00% | -25.0% |
Q4 2020 | $31,695,000 | +11.4% | 465,358 | -2.0% | 0.00% | 0.0% |
Q3 2020 | $28,457,000 | +5.7% | 475,077 | -1.8% | 0.00% | 0.0% |
Q2 2020 | $26,920,000 | +7.4% | 483,938 | -7.2% | 0.00% | -20.0% |
Q1 2020 | $25,066,000 | -22.7% | 521,675 | +14.5% | 0.01% | 0.0% |
Q4 2019 | $32,408,000 | +23.5% | 455,724 | +10.3% | 0.01% | +25.0% |
Q3 2019 | $26,236,000 | -28.7% | 413,026 | -27.0% | 0.00% | -33.3% |
Q2 2019 | $36,798,000 | -14.3% | 565,945 | -13.3% | 0.01% | -14.3% |
Q1 2019 | $42,951,000 | +12.0% | 652,649 | +2.6% | 0.01% | 0.0% |
Q4 2018 | $38,354,000 | -25.8% | 635,848 | -12.5% | 0.01% | -12.5% |
Q3 2018 | $51,682,000 | -2.4% | 726,482 | -1.3% | 0.01% | -11.1% |
Q2 2018 | $52,933,000 | -6.4% | 735,695 | -0.6% | 0.01% | -10.0% |
Q1 2018 | $56,564,000 | +18.4% | 740,072 | +19.0% | 0.01% | +25.0% |
Q4 2017 | $47,770,000 | +13.0% | 622,005 | +8.8% | 0.01% | +14.3% |
Q3 2017 | $42,272,000 | +30.0% | 571,628 | +22.2% | 0.01% | +16.7% |
Q2 2017 | $32,514,000 | +36.6% | 467,617 | +28.6% | 0.01% | +20.0% |
Q1 2017 | $23,803,000 | +21.7% | 363,573 | +11.5% | 0.01% | +25.0% |
Q4 2016 | $19,563,000 | +9.8% | 325,943 | +12.2% | 0.00% | 0.0% |
Q3 2016 | $17,824,000 | +12.3% | 290,446 | +2.7% | 0.00% | 0.0% |
Q2 2016 | $15,872,000 | -8.8% | 282,858 | -4.3% | 0.00% | 0.0% |
Q1 2016 | $17,405,000 | -9.9% | 295,511 | -11.1% | 0.00% | -20.0% |
Q4 2015 | $19,308,000 | -17.9% | 332,318 | -22.0% | 0.01% | -16.7% |
Q3 2015 | $23,520,000 | -23.1% | 426,322 | -15.9% | 0.01% | -40.0% |
Q2 2015 | $30,605,000 | +22.5% | 507,214 | +20.3% | 0.01% | +25.0% |
Q1 2015 | $24,988,000 | +10.8% | 421,654 | +3.8% | 0.01% | 0.0% |
Q4 2014 | $22,544,000 | -13.3% | 406,042 | -7.6% | 0.01% | 0.0% |
Q3 2014 | $26,011,000 | -10.5% | 439,531 | -2.0% | 0.01% | -11.1% |
Q2 2014 | $29,061,000 | +1.8% | 448,623 | +2.2% | 0.01% | -18.2% |
Q1 2014 | $28,552,000 | +51.3% | 439,057 | +46.6% | 0.01% | +57.1% |
Q4 2013 | $18,865,000 | +48.2% | 299,413 | +41.3% | 0.01% | +40.0% |
Q3 2013 | $12,729,000 | +66.9% | 211,826 | +45.1% | 0.01% | +66.7% |
Q2 2013 | $7,628,000 | – | 146,003 | – | 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% |