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 | $529,471 | +0.2% | 9,213 | +3.7% | 0.00% | – |
| Q2 2023 | $528,480 | -1.7% | 8,888 | +0.7% | 0.00% | – |
| Q1 2023 | $537,856 | +6.7% | 8,826 | +1.5% | 0.00% | – |
| Q4 2022 | $504,136 | +17.2% | 8,698 | +4.0% | 0.00% | – |
| Q3 2022 | $430,000 | -12.2% | 8,360 | -0.4% | 0.00% | – |
| Q2 2022 | $490,000 | -19.3% | 8,393 | -5.1% | 0.00% | – |
| Q1 2022 | $607,000 | -24.8% | 8,848 | -19.2% | 0.00% | – |
| Q4 2021 | $807,000 | +2.3% | 10,955 | +3.1% | 0.00% | – |
| Q3 2021 | $789,000 | -4.9% | 10,629 | -4.4% | 0.00% | – |
| Q2 2021 | $830,000 | +11.6% | 11,114 | +7.9% | 0.00% | – |
| Q1 2021 | $744,000 | +6.3% | 10,303 | +0.3% | 0.00% | – |
| Q4 2020 | $700,000 | +19.3% | 10,277 | +4.8% | 0.00% | – |
| Q3 2020 | $587,000 | +10.1% | 9,808 | +2.3% | 0.00% | – |
| Q2 2020 | $533,000 | +23.4% | 9,588 | +6.7% | 0.00% | – |
| Q1 2020 | $432,000 | -24.9% | 8,985 | +11.2% | 0.00% | – |
| Q4 2019 | $575,000 | +12.5% | 8,079 | +0.5% | 0.00% | – |
| Q3 2019 | $511,000 | +1.6% | 8,040 | +3.9% | 0.00% | – |
| Q2 2019 | $503,000 | -2.1% | 7,736 | -1.0% | 0.00% | – |
| Q1 2019 | $514,000 | +82.9% | 7,811 | +67.9% | 0.00% | – |
| Q4 2018 | $281,000 | -34.0% | 4,653 | -22.3% | 0.00% | – |
| Q3 2018 | $426,000 | -13.9% | 5,987 | -13.0% | 0.00% | – |
| Q2 2018 | $495,000 | +19.9% | 6,879 | +27.4% | 0.00% | – |
| Q1 2018 | $413,000 | +16.3% | 5,401 | +16.7% | 0.00% | – |
| Q4 2017 | $355,000 | +55.0% | 4,627 | +49.5% | 0.00% | – |
| Q3 2017 | $229,000 | +53.7% | 3,094 | +44.9% | 0.00% | – |
| Q2 2017 | $149,000 | +79.5% | 2,136 | +69.4% | 0.00% | – |
| Q1 2017 | $83,000 | +1.2% | 1,261 | -7.8% | 0.00% | – |
| Q4 2016 | $82,000 | -2.4% | 1,367 | +0.1% | 0.00% | – |
| Q3 2016 | $84,000 | -52.8% | 1,365 | -57.1% | 0.00% | – |
| Q2 2016 | $178,000 | -66.0% | 3,180 | -64.2% | 0.00% | -100.0% |
| Q1 2016 | $523,000 | -7.6% | 8,877 | -8.8% | 0.00% | 0.0% |
| Q4 2015 | $566,000 | +11.6% | 9,737 | +6.0% | 0.00% | – |
| Q3 2015 | $507,000 | +550.0% | 9,184 | +612.5% | 0.00% | – |
| Q2 2015 | $78,000 | +2.6% | 1,289 | +1.0% | 0.00% | – |
| Q1 2015 | $76,000 | -77.8% | 1,276 | -79.3% | 0.00% | – |
| Q4 2014 | $342,000 | -67.9% | 6,162 | -65.7% | 0.00% | -100.0% |
| Q3 2014 | $1,065,000 | -6.6% | 17,991 | +2.2% | 0.00% | 0.0% |
| Q2 2014 | $1,140,000 | +35.6% | 17,599 | +36.1% | 0.00% | 0.0% |
| Q1 2014 | $841,000 | +889.4% | 12,935 | +854.6% | 0.00% | – |
| Q4 2013 | $85,000 | +39.3% | 1,355 | +34.3% | 0.00% | – |
| Q3 2013 | $61,000 | +221.1% | 1,009 | +172.7% | 0.00% | – |
| Q2 2013 | $19,000 | – | 370 | – | 0.00% | – |
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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% |