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 | $629,871 | -64.9% | 10,960 | -63.6% | 0.04% | -66.0% |
| Q2 2023 | $1,792,005 | -21.9% | 30,138 | -19.9% | 0.10% | -27.5% |
| Q1 2023 | $2,293,660 | +5.1% | 37,638 | 0.0% | 0.14% | +2.9% |
| Q4 2022 | $2,181,498 | +12.7% | 37,638 | 0.0% | 0.14% | -4.8% |
| Q3 2022 | $1,936,000 | -11.9% | 37,638 | 0.0% | 0.14% | -5.2% |
| Q2 2022 | $2,197,000 | -14.9% | 37,638 | 0.0% | 0.15% | -4.4% |
| Q1 2022 | $2,583,000 | -6.8% | 37,638 | 0.0% | 0.16% | -1.2% |
| Q4 2021 | $2,772,000 | -7.0% | 37,638 | -6.3% | 0.16% | -10.0% |
| Q3 2021 | $2,981,000 | -1.0% | 40,158 | -0.4% | 0.18% | +3.4% |
| Q2 2021 | $3,011,000 | -15.0% | 40,314 | -17.8% | 0.17% | -22.3% |
| Q1 2021 | $3,541,000 | +5.6% | 49,022 | -0.4% | 0.22% | -6.3% |
| Q4 2020 | $3,353,000 | -22.8% | 49,235 | -32.1% | 0.24% | -36.8% |
| Q3 2020 | $4,346,000 | +5.9% | 72,551 | -1.7% | 0.38% | +3.6% |
| Q2 2020 | $4,104,000 | +7.3% | 73,779 | -7.3% | 0.36% | -10.8% |
| Q1 2020 | $3,824,000 | -35.7% | 79,579 | -4.8% | 0.41% | -6.6% |
| Q4 2019 | $5,948,000 | +9.0% | 83,635 | -2.7% | 0.44% | +5.0% |
| Q3 2019 | $5,459,000 | -2.0% | 85,945 | +0.4% | 0.42% | +2.0% |
| Q2 2019 | $5,568,000 | -9.9% | 85,628 | -8.8% | 0.41% | -10.5% |
| Q1 2019 | $6,177,000 | +5.7% | 93,863 | -3.1% | 0.46% | -5.4% |
| Q4 2018 | $5,845,000 | -16.0% | 96,904 | -0.9% | 0.48% | +3.9% |
| Q3 2018 | $6,958,000 | – | 97,811 | – | 0.46% | – |
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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% |