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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $224,000 | +9.8% | 3,838 | +29.2% | 0.01% | +33.3% |
| Q1 2022 | $204,000 | -6.8% | 2,970 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $219,000 | -0.5% | 2,970 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $220,000 | -0.9% | 2,970 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $222,000 | 0.0% | 2,970 | -3.3% | 0.01% | -12.5% |
| Q1 2021 | $222,000 | -5.1% | 3,070 | -10.8% | 0.01% | -11.1% |
| Q4 2020 | $234,000 | +13.6% | 3,440 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $206,000 | -18.3% | 3,440 | -2.7% | 0.01% | -25.0% |
| Q4 2019 | $252,000 | +12.0% | 3,537 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $225,000 | -2.2% | 3,537 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $230,000 | -1.3% | 3,537 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $233,000 | +8.9% | 3,537 | +26.6% | 0.01% | -13.3% |
| Q1 2018 | $214,000 | – | 2,793 | – | 0.02% | – |
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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% |