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 ↓ |
|---|---|---|---|
| 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% |