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 | $23 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2023 | $23 | -4.2% | 395 | 0.0% | 0.00% | – |
| Q1 2023 | $24 | +4.3% | 395 | 0.0% | 0.00% | – |
| Q4 2022 | $23 | -99.9% | 395 | 0.0% | 0.00% | – |
| Q3 2022 | $20,000 | -13.0% | 395 | 0.0% | 0.00% | – |
| Q2 2022 | $23,000 | -14.8% | 395 | 0.0% | 0.00% | – |
| Q1 2022 | $27,000 | -6.9% | 395 | 0.0% | 0.00% | – |
| Q4 2021 | $29,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q3 2021 | $29,000 | -3.3% | 395 | 0.0% | 0.00% | – |
| Q2 2021 | $30,000 | +3.4% | 395 | 0.0% | 0.00% | – |
| Q1 2021 | $29,000 | +7.4% | 395 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | +12.5% | 395 | 0.0% | 0.00% | – |
| Q3 2020 | $24,000 | +9.1% | 395 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | +15.8% | 395 | 0.0% | 0.00% | – |
| Q1 2020 | $19,000 | -32.1% | 395 | 0.0% | 0.00% | – |
| Q4 2019 | $28,000 | 0.0% | 395 | -11.2% | 0.00% | – |
| Q3 2019 | $28,000 | +7.7% | 445 | +12.7% | 0.00% | – |
| Q2 2019 | $26,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q1 2019 | $26,000 | +8.3% | 395 | 0.0% | 0.00% | – |
| Q4 2018 | $24,000 | -14.3% | 395 | 0.0% | 0.00% | – |
| Q3 2018 | $28,000 | -74.8% | 395 | -74.5% | 0.00% | – |
| Q2 2018 | $111,000 | +7.8% | 1,549 | +15.2% | 0.00% | – |
| Q1 2018 | $103,000 | 0.0% | 1,345 | 0.0% | 0.00% | – |
| Q4 2017 | $103,000 | +255.2% | 1,345 | +240.5% | 0.00% | – |
| Q3 2017 | $29,000 | +7.4% | 395 | 0.0% | 0.00% | – |
| Q2 2017 | $27,000 | +3.8% | 395 | 0.0% | 0.00% | – |
| Q1 2017 | $26,000 | +8.3% | 395 | 0.0% | 0.00% | – |
| Q4 2016 | $24,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q3 2016 | $24,000 | +9.1% | 395 | 0.0% | 0.00% | – |
| Q2 2016 | $22,000 | -4.3% | 395 | 0.0% | 0.00% | – |
| Q1 2016 | $23,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q4 2015 | $23,000 | +4.5% | 395 | 0.0% | 0.00% | – |
| Q3 2015 | $22,000 | -8.3% | 395 | 0.0% | 0.00% | – |
| Q2 2015 | $24,000 | +4.3% | 395 | 0.0% | 0.00% | – |
| Q1 2015 | $23,000 | +4.5% | 395 | 0.0% | 0.00% | – |
| Q4 2014 | $22,000 | -52.2% | 395 | -50.0% | 0.00% | – |
| Q3 2014 | $46,000 | +76.9% | 790 | +100.0% | 0.00% | – |
| Q2 2014 | $26,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q1 2014 | $26,000 | – | 395 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |