WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $0 | – | 0 | – | 0.00% | – |
Q2 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2023 | $59,964 | – | 984 | – | 0.01% | – |
Q4 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q3 2022 | $19,000 | – | 375 | – | 0.00% | – |
Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2022 | $66,000 | -5.7% | 956 | 0.0% | 0.01% | +25.0% |
Q4 2021 | $70,000 | -1.4% | 956 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $71,000 | -6.6% | 956 | -5.4% | 0.00% | -20.0% |
Q2 2021 | $76,000 | +4.1% | 1,011 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $73,000 | +5.8% | 1,011 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $69,000 | +13.1% | 1,011 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $61,000 | 0.0% | 1,011 | -8.3% | 0.01% | -16.7% |
Q2 2020 | $61,000 | +15.1% | 1,102 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $53,000 | 0.0% | 1,102 | +49.1% | 0.01% | +20.0% |
Q4 2019 | $53,000 | +12.8% | 739 | 0.0% | 0.01% | -58.3% |
Q3 2019 | $47,000 | -2.1% | 739 | 0.0% | 0.01% | +140.0% |
Q2 2019 | $48,000 | 0.0% | 739 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $48,000 | +9.1% | 739 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $44,000 | -17.0% | 739 | 0.0% | 0.01% | -66.7% |
Q3 2018 | $53,000 | – | 739 | – | 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% |