WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 228 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $228,000 | +12.3% | 3,200 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $203,000 | -11.0% | 3,200 | -8.6% | 0.06% | -10.8% |
Q2 2019 | $228,000 | -54.4% | 3,500 | -53.9% | 0.06% | -54.5% |
Q1 2019 | $500,000 | +93.1% | 7,600 | +76.7% | 0.14% | +70.2% |
Q4 2018 | $259,000 | -16.2% | 4,300 | -1.1% | 0.08% | +1.2% |
Q3 2018 | $309,000 | -13.2% | 4,350 | -12.1% | 0.08% | -17.0% |
Q2 2018 | $356,000 | -5.8% | 4,950 | 0.0% | 0.10% | -6.5% |
Q1 2018 | $378,000 | -3.6% | 4,950 | -2.9% | 0.11% | -1.8% |
Q4 2017 | $392,000 | +4.0% | 5,100 | 0.0% | 0.11% | 0.0% |
Q3 2017 | $377,000 | +6.5% | 5,100 | 0.0% | 0.11% | +0.9% |
Q2 2017 | $354,000 | +6.3% | 5,100 | 0.0% | 0.11% | +1.9% |
Q1 2017 | $333,000 | +8.8% | 5,100 | 0.0% | 0.11% | 0.0% |
Q4 2016 | $306,000 | -1.9% | 5,100 | 0.0% | 0.11% | -5.4% |
Q3 2016 | $312,000 | +9.1% | 5,100 | 0.0% | 0.11% | +3.7% |
Q2 2016 | $286,000 | -11.5% | 5,100 | -7.3% | 0.11% | -12.9% |
Q1 2016 | $323,000 | -11.7% | 5,500 | -12.7% | 0.12% | -13.9% |
Q4 2015 | $366,000 | +3.7% | 6,300 | -1.6% | 0.14% | +25.2% |
Q3 2015 | $353,000 | -8.5% | 6,400 | 0.0% | 0.12% | +1.8% |
Q2 2015 | $386,000 | -11.9% | 6,400 | -13.5% | 0.11% | -13.1% |
Q1 2015 | $438,000 | +6.1% | 7,400 | -0.7% | 0.13% | +6.6% |
Q4 2014 | $413,000 | -21.0% | 7,450 | -15.8% | 0.12% | -23.3% |
Q3 2014 | $523,000 | -12.0% | 8,850 | -3.5% | 0.16% | -11.7% |
Q2 2014 | $594,000 | -0.3% | 9,175 | 0.0% | 0.18% | -5.8% |
Q1 2014 | $596,000 | +3.1% | 9,175 | 0.0% | 0.19% | -2.6% |
Q4 2013 | $578,000 | +9.5% | 9,175 | +4.3% | 0.20% | +5.9% |
Q3 2013 | $528,000 | +7.8% | 8,795 | -6.4% | 0.18% | +3.9% |
Q2 2013 | $490,000 | – | 9,395 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 210,617 | $13,361,538 | 3.86% |
INVENIO WEALTH PARTNERS LLC | 50,635 | $3,212,285 | 1.59% |
Neumann Capital Management, LLC | 70,403 | $4,466,366 | 1.54% |
LRI Investments, LLC | 206,665 | $13,110,828 | 1.49% |
Marathon Strategic Advisors, LLC | 20,066 | $1,272,987 | 1.49% |
FAMILY WEALTH PARTNERS, LLC | 37,872 | $2,402,580 | 1.25% |
Freedom Investment Management, Inc. | 226,257 | $14,353,751 | 1.18% |
Great Point Wealth Advisors, LLC | 80,706 | $5,120,009 | 1.17% |
WESCAP Management Group, Inc. | 62,561 | $3,968,892 | 1.12% |
FFG RETIREMENT ADVISORS LLC | 24,122 | $1,530,300 | 1.07% |