WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,011,704 | +47.9% | 150,647 | +53.6% | 0.00% | +50.0% |
| Q2 2023 | $6,092,619 | -8.6% | 98,094 | -14.6% | 0.00% | -33.3% |
| Q4 2022 | $6,668,063 | -11.7% | 114,828 | -13.1% | 0.00% | 0.0% |
| Q3 2022 | $7,549,000 | -23.8% | 132,110 | -13.1% | 0.00% | -40.0% |
| Q2 2022 | $9,908,000 | -4.8% | 152,112 | +1.9% | 0.01% | 0.0% |
| Q1 2022 | $10,413,000 | -8.8% | 149,214 | -2.5% | 0.01% | -16.7% |
| Q4 2021 | $11,416,000 | -4.9% | 153,054 | -0.4% | 0.01% | +20.0% |
| Q3 2021 | $12,009,000 | -2.4% | 153,666 | -6.5% | 0.01% | -16.7% |
| Q2 2021 | $12,299,000 | +1394.4% | 164,427 | +1376.4% | 0.01% | +500.0% |
| Q1 2021 | $823,000 | -66.8% | 11,137 | -68.9% | 0.00% | -50.0% |
| Q4 2020 | $2,480,000 | +78.7% | 35,837 | +57.1% | 0.00% | +100.0% |
| Q3 2020 | $1,388,000 | -32.2% | 22,814 | -37.7% | 0.00% | -50.0% |
| Q2 2020 | $2,047,000 | +48.0% | 36,640 | +22.8% | 0.00% | 0.0% |
| Q1 2020 | $1,383,000 | -48.9% | 29,834 | -21.6% | 0.00% | 0.0% |
| Q4 2019 | $2,705,000 | -8.9% | 38,044 | -18.6% | 0.00% | -33.3% |
| Q3 2019 | $2,970,000 | -94.9% | 46,758 | -94.8% | 0.00% | -93.9% |
| Q2 2019 | $58,094,000 | -6.5% | 893,462 | -5.3% | 0.05% | -7.5% |
| Q1 2019 | $62,109,000 | +0.9% | 943,754 | -7.5% | 0.05% | -8.6% |
| Q4 2018 | $61,565,000 | -14.7% | 1,020,644 | +0.6% | 0.06% | +1.8% |
| Q3 2018 | $72,208,000 | -11.5% | 1,015,002 | -10.5% | 0.06% | -14.9% |
| Q2 2018 | $81,591,000 | -4.1% | 1,133,993 | +1.9% | 0.07% | -11.8% |
| Q1 2018 | $85,080,000 | +15.5% | 1,113,164 | +16.1% | 0.08% | +18.8% |
| Q4 2017 | $73,662,000 | +8.5% | 959,137 | +4.4% | 0.06% | +3.2% |
| Q3 2017 | $67,920,000 | +8.4% | 918,457 | +1.9% | 0.06% | +3.3% |
| Q2 2017 | $62,671,000 | +13.1% | 901,352 | +6.5% | 0.06% | +15.4% |
| Q1 2017 | $55,400,000 | +18.4% | 846,186 | +7.2% | 0.05% | +6.1% |
| Q4 2016 | $46,805,000 | +0.7% | 789,577 | +4.3% | 0.05% | -3.9% |
| Q3 2016 | $46,475,000 | +15.3% | 757,286 | +5.4% | 0.05% | +10.9% |
| Q2 2016 | $40,309,000 | -2.1% | 718,394 | +2.7% | 0.05% | +4.5% |
| Q1 2016 | $41,182,000 | +13.3% | 699,187 | +11.8% | 0.04% | +2.3% |
| Q4 2015 | $36,335,000 | +14.1% | 625,365 | +8.4% | 0.04% | -2.3% |
| Q3 2015 | $31,837,000 | -11.2% | 577,078 | -2.9% | 0.04% | +4.8% |
| Q2 2015 | $35,850,000 | -4.6% | 594,136 | -6.3% | 0.04% | -4.5% |
| Q1 2015 | $37,590,000 | -14.8% | 634,312 | -20.1% | 0.04% | -12.0% |
| Q4 2014 | $44,094,000 | -11.9% | 794,195 | -6.1% | 0.05% | -12.3% |
| Q3 2014 | $50,075,000 | -6.2% | 846,150 | +2.7% | 0.06% | -5.0% |
| Q2 2014 | $53,378,000 | +11.1% | 823,978 | +11.5% | 0.06% | -3.2% |
| Q1 2014 | $48,058,000 | +20.7% | 739,017 | +16.9% | 0.06% | +14.8% |
| Q4 2013 | $39,822,000 | +17.1% | 631,997 | +11.7% | 0.05% | +1.9% |
| Q3 2013 | $33,994,000 | +29.1% | 565,728 | +12.2% | 0.05% | +12.8% |
| Q2 2013 | $26,335,000 | – | 504,113 | – | 0.05% | – |
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% |