CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
2120.0%0.00%0.0%
Q4 2020$14,000
+600.0%
212
+748.0%
0.00%
+200.0%
Q4 2019$2,0000.0%250.0%0.00%0.0%
Q3 2019$2,0000.0%250.0%0.00%0.0%
Q2 2019$2,0000.0%250.0%0.00%0.0%
Q1 2019$2,0000.0%250.0%0.00%0.0%
Q4 2018$2,0000.0%250.0%0.00%0.0%
Q3 2018$2,0000.0%250.0%0.00%0.0%
Q2 2018$2,000250.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 227,049$13,048,4964.57%
3D/L Capital Management, LLC 240,789$13,838,1714.50%
O'Connor Financial Group LLC 65,958$3,790,5912.60%
FFG RETIREMENT ADVISORS LLC 38,276$2,199,7221.82%
Neumann Capital Management, LLC 64,898$3,729,6881.63%
KLR INVESTMENT ADVISORS, LLC 27,713$1,688,8261.54%
Kathleen S. Wright Associates Inc. 47,675$2,739,0581.53%
Great Point Wealth Advisors, LLC 86,762$4,986,1971.50%
WESCAP Management Group, Inc. 69,288$3,981,9881.42%
Sharper & Granite LLC 38,855$2,232,9971.30%
View complete list of WISDOMTREE TR shareholders