WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 171 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,404 | -3.7% | 5,192 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $309,718 | -16.2% | 5,209 | -14.1% | 0.01% | -23.1% |
| Q1 2023 | $369,699 | +2.4% | 6,067 | -2.6% | 0.01% | -7.1% |
| Q4 2022 | $360,859 | -10.2% | 6,226 | -20.3% | 0.01% | -17.6% |
| Q3 2022 | $402,000 | -11.8% | 7,816 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $456,000 | -16.2% | 7,816 | -6.9% | 0.02% | -13.6% |
| Q1 2022 | $544,000 | -15.1% | 8,392 | -3.6% | 0.02% | 0.0% |
| Q4 2021 | $641,000 | -4.2% | 8,706 | -3.3% | 0.02% | -15.4% |
| Q3 2021 | $669,000 | -14.9% | 9,006 | -14.5% | 0.03% | -16.1% |
| Q2 2021 | $786,000 | -10.3% | 10,529 | -13.2% | 0.03% | -18.4% |
| Q1 2021 | $876,000 | +5.2% | 12,128 | -0.8% | 0.04% | -2.6% |
| Q4 2020 | $833,000 | +11.2% | 12,223 | -2.2% | 0.04% | -4.9% |
| Q3 2020 | $749,000 | -12.3% | 12,498 | -18.5% | 0.04% | -21.2% |
| Q2 2020 | $854,000 | -15.4% | 15,343 | -27.0% | 0.05% | -30.7% |
| Q1 2020 | $1,010,000 | -60.1% | 21,021 | -40.9% | 0.08% | -49.7% |
| Q4 2019 | $2,531,000 | -15.7% | 35,593 | -24.7% | 0.15% | -21.6% |
| Q3 2019 | $3,003,000 | -35.6% | 47,284 | -34.1% | 0.19% | -36.7% |
| Q2 2019 | $4,664,000 | -80.6% | 71,733 | -80.3% | 0.30% | -80.7% |
| Q1 2019 | $24,012,000 | +9.8% | 364,870 | +0.6% | 1.55% | +3.3% |
| Q4 2018 | $21,871,000 | -16.3% | 362,575 | -1.3% | 1.50% | -5.2% |
| Q3 2018 | $26,137,000 | -6.9% | 367,407 | -5.9% | 1.59% | -29.5% |
| Q2 2018 | $28,083,000 | -5.5% | 390,310 | +0.4% | 2.25% | -5.8% |
| Q1 2018 | $29,702,000 | +4.3% | 388,619 | +4.8% | 2.39% | +5.9% |
| Q4 2017 | $28,468,000 | +7.0% | 370,684 | +3.1% | 2.25% | +0.5% |
| Q3 2017 | $26,595,000 | +7.3% | 359,641 | +0.9% | 2.24% | +3.1% |
| Q2 2017 | $24,784,000 | +8.9% | 356,445 | +2.6% | 2.17% | +12.4% |
| Q1 2017 | $22,755,000 | +14.6% | 347,571 | +5.1% | 1.93% | +8.4% |
| Q4 2016 | $19,851,000 | +1.0% | 330,736 | +3.2% | 1.78% | -2.7% |
| Q3 2016 | $19,659,000 | +11.1% | 320,342 | +1.6% | 1.83% | -0.2% |
| Q2 2016 | $17,692,000 | -5.3% | 315,304 | -0.6% | 1.84% | -18.7% |
| Q1 2016 | $18,687,000 | +6.2% | 317,259 | +4.8% | 2.26% | +30.2% |
| Q4 2015 | $17,589,000 | +8.0% | 302,740 | +2.5% | 1.74% | -24.8% |
| Q3 2015 | $16,289,000 | -5.5% | 295,256 | +3.4% | 2.31% | +36.7% |
| Q2 2015 | $17,235,000 | +8.5% | 285,627 | +6.6% | 1.69% | +8.3% |
| Q1 2015 | $15,885,000 | +13.3% | 268,048 | +6.2% | 1.56% | +8.9% |
| Q4 2014 | $14,016,000 | -4.5% | 252,453 | +1.8% | 1.43% | -10.4% |
| Q3 2014 | $14,678,000 | -16.1% | 248,022 | -8.1% | 1.60% | -14.3% |
| Q2 2014 | $17,485,000 | +11.6% | 269,907 | +12.0% | 1.87% | +5.4% |
| Q1 2014 | $15,667,000 | -0.3% | 240,926 | -3.4% | 1.77% | -5.3% |
| Q4 2013 | $15,722,000 | +114.9% | 249,520 | +104.9% | 1.87% | +91.3% |
| Q3 2013 | $7,317,000 | +25.0% | 121,775 | +8.7% | 0.98% | +8.8% |
| Q2 2013 | $5,852,000 | – | 112,017 | – | 0.90% | – |
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% |