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 | $28,275 | +18.9% | 492 | +23.0% | 0.00% | – |
| Q2 2023 | $23,784 | -25.1% | 400 | -23.2% | 0.00% | – |
| Q1 2023 | $31,750 | +36.9% | 521 | +30.2% | 0.00% | – |
| Q4 2022 | $23,184 | -22.7% | 400 | -33.3% | 0.00% | – |
| Q3 2022 | $30,000 | -45.5% | 600 | -35.1% | 0.00% | – |
| Q2 2022 | $55,000 | +31.0% | 925 | +54.2% | 0.00% | – |
| Q1 2022 | $42,000 | -4.5% | 600 | 0.0% | 0.00% | – |
| Q4 2021 | $44,000 | -35.3% | 600 | -33.8% | 0.00% | – |
| Q3 2021 | $68,000 | 0.0% | 906 | 0.0% | 0.00% | – |
| Q2 2021 | $68,000 | +3.0% | 906 | 0.0% | 0.00% | – |
| Q1 2021 | $66,000 | -10.8% | 906 | -15.8% | 0.00% | – |
| Q4 2020 | $74,000 | -15.9% | 1,076 | -27.1% | 0.00% | – |
| Q3 2020 | $88,000 | +6.0% | 1,476 | -1.9% | 0.00% | – |
| Q2 2020 | $83,000 | +6.4% | 1,504 | -8.0% | 0.00% | – |
| Q1 2020 | $78,000 | -54.4% | 1,634 | -32.5% | 0.00% | – |
| Q4 2019 | $171,000 | +33.6% | 2,419 | +18.9% | 0.00% | – |
| Q3 2019 | $128,000 | +21.9% | 2,034 | +24.5% | 0.00% | – |
| Q2 2019 | $105,000 | -1.9% | 1,634 | 0.0% | 0.00% | – |
| Q1 2019 | $107,000 | +9.2% | 1,634 | 0.0% | 0.00% | – |
| Q4 2018 | $98,000 | -14.8% | 1,634 | 0.0% | 0.00% | – |
| Q3 2018 | $115,000 | -31.5% | 1,634 | -30.0% | 0.00% | – |
| Q2 2018 | $168,000 | -7.2% | 2,334 | -1.4% | 0.00% | – |
| Q1 2018 | $181,000 | -1.1% | 2,366 | -0.8% | 0.00% | – |
| Q4 2017 | $183,000 | +3.4% | 2,386 | -0.3% | 0.00% | – |
| Q3 2017 | $177,000 | +7.9% | 2,394 | +1.2% | 0.00% | – |
| Q2 2017 | $164,000 | +45.1% | 2,365 | +37.9% | 0.00% | – |
| Q1 2017 | $113,000 | -26.1% | 1,715 | -32.3% | 0.00% | – |
| Q4 2016 | $153,000 | -38.3% | 2,533 | -37.3% | 0.00% | – |
| Q3 2016 | $248,000 | -10.5% | 4,040 | -18.2% | 0.00% | – |
| Q2 2016 | $277,000 | -11.8% | 4,939 | -7.4% | 0.00% | – |
| Q1 2016 | $314,000 | -4.6% | 5,335 | -5.9% | 0.00% | – |
| Q4 2015 | $329,000 | +8.6% | 5,672 | +3.2% | 0.00% | – |
| Q3 2015 | $303,000 | -8.7% | 5,494 | -0.3% | 0.00% | – |
| Q2 2015 | $332,000 | +0.9% | 5,513 | -0.6% | 0.00% | – |
| Q1 2015 | $329,000 | +24.2% | 5,544 | +16.0% | 0.00% | – |
| Q4 2014 | $265,000 | -5.4% | 4,780 | +1.3% | 0.00% | – |
| Q3 2014 | $280,000 | +495.7% | 4,720 | +539.6% | 0.00% | – |
| Q2 2014 | $47,000 | 0.0% | 738 | 0.0% | 0.00% | – |
| Q1 2014 | $47,000 | -4.1% | 738 | -3.7% | 0.00% | – |
| Q4 2013 | $49,000 | +2.1% | 766 | -4.0% | 0.00% | – |
| Q3 2013 | $48,000 | -61.6% | 798 | -66.4% | 0.00% | – |
| Q2 2013 | $125,000 | – | 2,378 | – | 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% |