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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $412,000 | -0.5% | 5,543 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $414,000 | +3.5% | 5,543 | 0.0% | 0.03% | -3.3% |
| Q1 2021 | $400,000 | +5.8% | 5,543 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $378,000 | +13.9% | 5,543 | 0.0% | 0.03% | +20.0% |
| Q3 2020 | $332,000 | +7.8% | 5,543 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $308,000 | +15.8% | 5,543 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $266,000 | -41.2% | 5,543 | -12.7% | 0.03% | -29.7% |
| Q4 2019 | $452,000 | +18.3% | 6,353 | +5.6% | 0.04% | +8.8% |
| Q3 2019 | $382,000 | +6.1% | 6,018 | +8.8% | 0.03% | +6.2% |
| Q2 2019 | $360,000 | +25.4% | 5,531 | +27.0% | 0.03% | +18.5% |
| Q1 2019 | $287,000 | +17.1% | 4,356 | +15.5% | 0.03% | -20.6% |
| Q1 2014 | $245,000 | – | 3,770 | – | 0.03% | – |
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% |