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 | $11,960,855 | +1.0% | 208,123 | +4.5% | 0.18% | +2.3% |
| Q2 2023 | $11,839,964 | +25.0% | 199,125 | +28.1% | 0.17% | +16.8% |
| Q1 2023 | $9,469,175 | +10.3% | 155,385 | +4.9% | 0.15% | +3.5% |
| Q4 2022 | $8,587,843 | +15.1% | 148,168 | +2.2% | 0.14% | +2.9% |
| Q3 2022 | $7,460,000 | +12.5% | 145,020 | +27.6% | 0.14% | +10.2% |
| Q2 2022 | $6,633,000 | +16.0% | 113,614 | +36.3% | 0.13% | +30.9% |
| Q1 2022 | $5,720,000 | -1.8% | 83,333 | +5.3% | 0.10% | +3.2% |
| Q4 2021 | $5,826,000 | -0.4% | 79,107 | +0.4% | 0.09% | -16.8% |
| Q3 2021 | $5,847,000 | +0.7% | 78,764 | +1.3% | 0.11% | -1.7% |
| Q2 2021 | $5,804,000 | +5.6% | 77,719 | +2.2% | 0.12% | -6.5% |
| Q1 2021 | $5,494,000 | +6.0% | 76,060 | -0.1% | 0.12% | -5.4% |
| Q4 2020 | $5,185,000 | +13.5% | 76,125 | -0.2% | 0.13% | -1.5% |
| Q3 2020 | $4,570,000 | +7.9% | 76,300 | +0.2% | 0.13% | -0.8% |
| Q2 2020 | $4,234,000 | +15.7% | 76,115 | -0.1% | 0.13% | -10.7% |
| Q1 2020 | $3,661,000 | -30.0% | 76,182 | +3.5% | 0.15% | -12.4% |
| Q4 2019 | $5,232,000 | +11.7% | 73,573 | -0.3% | 0.17% | -18.7% |
| Q3 2019 | $4,685,000 | -8.7% | 73,759 | -6.6% | 0.21% | -9.9% |
| Q2 2019 | $5,133,000 | +1.1% | 78,941 | +2.3% | 0.23% | -10.8% |
| Q1 2019 | $5,077,000 | +19.1% | 77,151 | +9.2% | 0.26% | +4.8% |
| Q4 2018 | $4,262,000 | -14.8% | 70,664 | +0.5% | 0.25% | -3.1% |
| Q3 2018 | $5,002,000 | -0.2% | 70,313 | +0.9% | 0.26% | -5.2% |
| Q2 2018 | $5,013,000 | +1.4% | 69,674 | +7.7% | 0.27% | -3.9% |
| Q1 2018 | $4,945,000 | +3.1% | 64,703 | +3.6% | 0.28% | +3.3% |
| Q4 2017 | $4,796,000 | +8.5% | 62,449 | +4.5% | 0.27% | +1.5% |
| Q3 2017 | $4,419,000 | +5.2% | 59,755 | -1.1% | 0.27% | -1.1% |
| Q2 2017 | $4,201,000 | +4.3% | 60,413 | -1.8% | 0.27% | 0.0% |
| Q1 2017 | $4,029,000 | +7.0% | 61,546 | -1.9% | 0.27% | -1.1% |
| Q4 2016 | $3,766,000 | -4.1% | 62,745 | -2.0% | 0.27% | -7.4% |
| Q3 2016 | $3,928,000 | +7.3% | 64,005 | -1.9% | 0.30% | +5.0% |
| Q2 2016 | $3,660,000 | -6.0% | 65,226 | -1.3% | 0.28% | -5.4% |
| Q1 2016 | $3,893,000 | -4.7% | 66,089 | -6.0% | 0.30% | -4.2% |
| Q4 2015 | $4,085,000 | +1.6% | 70,305 | -3.6% | 0.31% | +2.3% |
| Q3 2015 | $4,022,000 | -5.7% | 72,903 | +3.2% | 0.30% | +8.2% |
| Q2 2015 | $4,263,000 | +5.8% | 70,655 | +3.9% | 0.28% | +4.1% |
| Q1 2015 | $4,029,000 | +68.3% | 67,995 | +57.7% | 0.27% | +60.7% |
| Q4 2014 | $2,394,000 | – | 43,117 | – | 0.17% | – |
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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% |