WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 188 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,446 | -1.9% | 1,087 | +1.5% | 0.01% | 0.0% |
Q2 2023 | $63,664 | +17.4% | 1,071 | +20.3% | 0.01% | 0.0% |
Q1 2023 | $54,231 | +5.4% | 890 | +0.2% | 0.01% | -12.5% |
Q4 2022 | $51,444 | +7.2% | 888 | -5.6% | 0.01% | 0.0% |
Q3 2022 | $48,000 | -14.3% | 941 | -2.7% | 0.01% | -11.1% |
Q2 2022 | $56,000 | -13.8% | 967 | +2.5% | 0.01% | -10.0% |
Q1 2022 | $65,000 | +22.6% | 943 | +31.9% | 0.01% | +25.0% |
Q4 2021 | $53,000 | -5.4% | 715 | -4.4% | 0.01% | -11.1% |
Q3 2021 | $56,000 | +40.0% | 748 | +39.0% | 0.01% | +28.6% |
Q2 2021 | $40,000 | +166.7% | 538 | +153.8% | 0.01% | +133.3% |
Q1 2021 | $15,000 | +7.1% | 212 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $14,000 | +600.0% | 212 | +748.0% | 0.00% | +200.0% |
Q4 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $2,000 | – | 25 | – | 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% |