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 | $153,907 | -4.1% | 2,723 | +0.7% | 0.00% | – |
| Q2 2023 | $160,488 | -2.6% | 2,703 | 0.0% | 0.00% | – |
| Q1 2023 | $164,738 | +5.7% | 2,703 | +0.5% | 0.00% | – |
| Q4 2022 | $155,821 | +12.9% | 2,689 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $138,000 | -10.4% | 2,689 | +2.0% | 0.00% | 0.0% |
| Q2 2022 | $154,000 | -15.4% | 2,637 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $182,000 | -6.2% | 2,661 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $194,000 | – | 2,641 | – | 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% |