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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,375 | -78.4% | 3,454 | -77.8% | 0.00% | -71.4% |
| Q1 2023 | $949,689 | +5.2% | 15,584 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $903,000 | +14.2% | 15,584 | +1.3% | 0.01% | 0.0% |
| Q3 2022 | $791,000 | -12.7% | 15,379 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $906,000 | -8.9% | 15,514 | +7.1% | 0.01% | 0.0% |
| Q1 2022 | $995,000 | -8.0% | 14,491 | -1.3% | 0.01% | 0.0% |
| Q4 2021 | $1,081,000 | -2.2% | 14,676 | -1.4% | 0.01% | -12.5% |
| Q3 2021 | $1,105,000 | +2.5% | 14,886 | +3.1% | 0.01% | 0.0% |
| Q2 2021 | $1,078,000 | +1.8% | 14,434 | -1.5% | 0.01% | -20.0% |
| Q1 2021 | $1,059,000 | +0.8% | 14,655 | -5.0% | 0.01% | 0.0% |
| Q4 2020 | $1,051,000 | +15.0% | 15,430 | +1.1% | 0.01% | 0.0% |
| Q3 2020 | $914,000 | +8.3% | 15,260 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $844,000 | +13.6% | 15,165 | -2.0% | 0.01% | -9.1% |
| Q1 2020 | $743,000 | -40.7% | 15,470 | -12.1% | 0.01% | -15.4% |
| Q4 2019 | $1,252,000 | +47.5% | 17,600 | +34.9% | 0.01% | +30.0% |
| Q3 2019 | $849,000 | -5.1% | 13,050 | -5.2% | 0.01% | -9.1% |
| Q2 2019 | $895,000 | +16.1% | 13,760 | +17.4% | 0.01% | +10.0% |
| Q1 2019 | $771,000 | +13.5% | 11,720 | +4.2% | 0.01% | +11.1% |
| Q4 2018 | $679,000 | +35.8% | 11,251 | +60.0% | 0.01% | +50.0% |
| Q3 2018 | $500,000 | +3.1% | 7,030 | +4.2% | 0.01% | 0.0% |
| Q2 2018 | $485,000 | -99.9% | 6,744 | +9.6% | 0.01% | 0.0% |
| Q1 2018 | $470,458,000 | +21.7% | 6,155 | +22.2% | 0.01% | +20.0% |
| Q4 2017 | $386,688,000 | +23.9% | 5,035 | +19.3% | 0.01% | +25.0% |
| Q3 2017 | $312,069,000 | +31.2% | 4,220 | +23.4% | 0.00% | +33.3% |
| Q2 2017 | $237,793,000 | – | 3,420 | – | 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% |