WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,763 | -1.7% | 5,564 | +1.7% | 0.00% | – |
| Q2 2023 | $325,306 | +23.6% | 5,471 | +26.7% | 0.00% | – |
| Q1 2023 | $263,200 | -5.0% | 4,319 | -9.6% | 0.00% | – |
| Q4 2022 | $277,049 | +27.7% | 4,780 | +13.4% | 0.00% | – |
| Q3 2022 | $217,000 | -17.2% | 4,216 | -6.2% | 0.00% | – |
| Q2 2022 | $262,000 | -17.4% | 4,495 | -2.8% | 0.00% | – |
| Q1 2022 | $317,000 | -15.5% | 4,625 | -9.3% | 0.00% | – |
| Q4 2021 | $375,000 | -11.8% | 5,098 | -10.9% | 0.00% | – |
| Q3 2021 | $425,000 | -11.3% | 5,723 | -10.9% | 0.00% | – |
| Q2 2021 | $479,000 | -9.5% | 6,420 | -12.3% | 0.00% | – |
| Q1 2021 | $529,000 | -5.4% | 7,324 | -10.7% | 0.00% | – |
| Q4 2020 | $559,000 | +0.7% | 8,205 | -11.5% | 0.00% | – |
| Q3 2020 | $555,000 | -3.1% | 9,270 | -10.0% | 0.00% | – |
| Q2 2020 | $573,000 | +10.2% | 10,296 | -4.8% | 0.00% | – |
| Q1 2020 | $520,000 | -32.8% | 10,819 | -0.6% | 0.00% | – |
| Q4 2019 | $774,000 | +10.4% | 10,887 | -1.3% | 0.00% | – |
| Q3 2019 | $701,000 | -1.7% | 11,031 | +0.5% | 0.00% | – |
| Q2 2019 | $713,000 | +0.7% | 10,971 | +1.9% | 0.00% | – |
| Q1 2019 | $708,000 | +6.6% | 10,762 | -2.3% | 0.00% | – |
| Q4 2018 | $664,000 | -20.2% | 11,016 | -5.8% | 0.00% | – |
| Q3 2018 | $832,000 | -3.4% | 11,694 | -2.3% | 0.00% | – |
| Q2 2018 | $861,000 | -14.7% | 11,968 | -9.4% | 0.00% | – |
| Q1 2018 | $1,009,000 | -9.3% | 13,208 | -8.9% | 0.00% | – |
| Q4 2017 | $1,113,000 | -0.9% | 14,492 | -4.6% | 0.00% | – |
| Q3 2017 | $1,123,000 | +7.3% | 15,184 | +0.8% | 0.00% | – |
| Q2 2017 | $1,047,000 | +12.7% | 15,059 | +6.1% | 0.00% | – |
| Q1 2017 | $929,000 | +26.4% | 14,192 | +16.0% | 0.00% | – |
| Q4 2016 | $735,000 | +11.2% | 12,238 | +13.7% | 0.00% | – |
| Q3 2016 | $661,000 | +17.4% | 10,765 | +7.3% | 0.00% | – |
| Q2 2016 | $563,000 | -11.6% | 10,030 | -7.3% | 0.00% | – |
| Q1 2016 | $637,000 | -12.6% | 10,817 | -13.8% | 0.00% | – |
| Q4 2015 | $729,000 | -10.7% | 12,546 | -15.2% | 0.00% | – |
| Q3 2015 | $816,000 | -32.5% | 14,793 | -26.2% | 0.00% | – |
| Q2 2015 | $1,209,000 | -11.9% | 20,044 | -13.5% | 0.00% | -100.0% |
| Q1 2015 | $1,372,000 | -3.3% | 23,159 | -9.4% | 0.00% | 0.0% |
| Q4 2014 | $1,419,000 | -9.6% | 25,560 | -3.6% | 0.00% | 0.0% |
| Q3 2014 | $1,569,000 | +23.2% | 26,506 | +34.8% | 0.00% | 0.0% |
| Q2 2014 | $1,274,000 | +63.5% | 19,668 | +64.2% | 0.00% | – |
| Q1 2014 | $779,000 | +13.9% | 11,980 | +10.3% | 0.00% | – |
| Q4 2013 | $684,000 | +78.1% | 10,858 | +70.0% | 0.00% | – |
| Q3 2013 | $384,000 | +101.0% | 6,386 | +75.0% | 0.00% | – |
| Q2 2013 | $191,000 | – | 3,650 | – | 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% |