WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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% |