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 | $389,647 | -3.3% | 6,780 | 0.0% | 0.05% | +6.4% |
| Q2 2023 | $403,139 | -5.2% | 6,780 | -2.9% | 0.05% | -11.3% |
| Q1 2023 | $425,361 | +5.1% | 6,980 | 0.0% | 0.05% | -7.0% |
| Q4 2022 | $404,561 | -0.6% | 6,980 | 0.0% | 0.06% | +9.6% |
| Q2 2022 | $407,000 | -15.0% | 6,980 | 0.0% | 0.05% | +18.2% |
| Q1 2022 | $479,000 | -6.8% | 6,980 | 0.0% | 0.04% | -8.3% |
| Q4 2021 | $514,000 | -0.8% | 6,980 | 0.0% | 0.05% | -9.4% |
| Q3 2021 | $518,000 | -3.9% | 6,980 | -3.3% | 0.05% | -5.4% |
| Q2 2021 | $539,000 | +8.7% | 7,221 | -0.9% | 0.06% | +1.8% |
| Q1 2021 | $496,000 | 0.0% | 7,288 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $496,000 | – | 7,288 | – | 0.06% | – |
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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% |