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 | $17,077,839 | -3.3% | 297,159 | +0.0% | 0.00% | 0.0% |
Q2 2023 | $17,664,527 | +1.1% | 297,082 | +3.6% | 0.00% | 0.0% |
Q1 2023 | $17,474,666 | +7.9% | 286,751 | +2.7% | 0.00% | 0.0% |
Q4 2022 | $16,189,445 | +31.8% | 279,321 | +17.0% | 0.00% | 0.0% |
Q3 2022 | $12,281,000 | -17.2% | 238,749 | -6.0% | 0.00% | 0.0% |
Q2 2022 | $14,834,000 | -10.9% | 254,101 | +4.8% | 0.00% | 0.0% |
Q1 2022 | $16,643,000 | -4.8% | 242,466 | +2.1% | 0.00% | 0.0% |
Q4 2021 | $17,488,000 | -1.1% | 237,444 | -0.3% | 0.00% | 0.0% |
Q3 2021 | $17,678,000 | +1.2% | 238,116 | +1.8% | 0.00% | 0.0% |
Q2 2021 | $17,465,000 | +6.1% | 233,858 | +2.6% | 0.00% | 0.0% |
Q1 2021 | $16,461,000 | -7.2% | 227,893 | -12.5% | 0.00% | -33.3% |
Q4 2020 | $17,735,000 | +0.7% | 260,391 | -11.5% | 0.00% | 0.0% |
Q3 2020 | $17,616,000 | -0.0% | 294,098 | -7.2% | 0.00% | -25.0% |
Q2 2020 | $17,622,000 | -12.9% | 316,786 | -24.8% | 0.00% | -20.0% |
Q1 2020 | $20,239,000 | -32.7% | 421,208 | -0.4% | 0.01% | -28.6% |
Q4 2019 | $30,086,000 | -38.6% | 423,055 | -45.2% | 0.01% | -46.2% |
Q3 2019 | $49,011,000 | -3.6% | 771,581 | -1.3% | 0.01% | -7.1% |
Q2 2019 | $50,833,000 | -5.2% | 781,809 | -4.0% | 0.01% | -6.7% |
Q1 2019 | $53,608,000 | +4.8% | 814,590 | -4.0% | 0.02% | 0.0% |
Q4 2018 | $51,172,000 | -12.1% | 848,334 | +3.7% | 0.02% | 0.0% |
Q3 2018 | $58,189,000 | -8.4% | 817,950 | -7.3% | 0.02% | -11.8% |
Q2 2018 | $63,510,000 | -8.6% | 882,701 | -2.9% | 0.02% | -10.5% |
Q1 2018 | $69,466,000 | +8.9% | 908,889 | +9.4% | 0.02% | +11.8% |
Q4 2017 | $63,796,000 | +74.7% | 830,679 | +68.2% | 0.02% | +54.5% |
Q3 2017 | $36,523,000 | +15.9% | 493,903 | +9.0% | 0.01% | +10.0% |
Q2 2017 | $31,504,000 | -42.8% | 453,098 | -46.1% | 0.01% | +25.0% |
Q1 2017 | $55,064,000 | +40.2% | 841,058 | +28.5% | 0.01% | +33.3% |
Q4 2016 | $39,272,000 | +107.0% | 654,308 | +111.7% | 0.01% | 0.0% |
Q3 2016 | $18,973,000 | -38.9% | 309,145 | -44.1% | 0.01% | -45.5% |
Q2 2016 | $31,032,000 | -6.3% | 553,049 | -1.6% | 0.01% | -15.4% |
Q1 2016 | $33,104,000 | -7.9% | 562,037 | -9.2% | 0.01% | 0.0% |
Q4 2015 | $35,950,000 | +10.9% | 618,749 | +5.4% | 0.01% | +8.3% |
Q3 2015 | $32,402,000 | -15.9% | 587,325 | -8.0% | 0.01% | -7.7% |
Q2 2015 | $38,532,000 | +14.0% | 638,573 | +11.9% | 0.01% | +8.3% |
Q1 2015 | $33,809,000 | +3.7% | 570,532 | -2.8% | 0.01% | 0.0% |
Q4 2014 | $32,601,000 | -5.6% | 587,195 | +0.6% | 0.01% | -7.7% |
Q3 2014 | $34,546,000 | -26.1% | 583,731 | -19.1% | 0.01% | -27.8% |
Q2 2014 | $46,766,000 | +5.4% | 721,910 | +5.8% | 0.02% | -5.3% |
Q1 2014 | $44,352,000 | +12.6% | 682,035 | +9.1% | 0.02% | +11.8% |
Q4 2013 | $39,403,000 | +16.3% | 625,345 | +10.9% | 0.02% | +6.2% |
Q3 2013 | $33,884,000 | +102.2% | 563,900 | +75.8% | 0.02% | +100.0% |
Q2 2013 | $16,760,000 | – | 320,818 | – | 0.01% | – |
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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% |