WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 180 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $346,000 | +14.6% | 6,226 | -0.9% | 0.06% | -4.5% |
| Q1 2020 | $302,000 | -51.7% | 6,285 | -28.5% | 0.07% | -38.9% |
| Q4 2019 | $625,000 | -4.7% | 8,796 | -14.8% | 0.11% | -10.0% |
| Q3 2019 | $656,000 | +4.8% | 10,321 | +7.2% | 0.12% | +14.3% |
| Q2 2019 | $626,000 | +40.7% | 9,626 | +42.4% | 0.10% | +31.2% |
| Q1 2019 | $445,000 | -70.1% | 6,758 | -72.6% | 0.08% | -74.1% |
| Q4 2018 | $1,490,000 | -0.7% | 24,696 | +17.1% | 0.31% | -2.2% |
| Q3 2018 | $1,501,000 | +54.7% | 21,094 | +56.4% | 0.32% | +40.4% |
| Q2 2018 | $970,000 | +166.5% | 13,487 | +183.0% | 0.22% | +167.9% |
| Q1 2018 | $364,000 | – | 4,765 | – | 0.08% | – |
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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% |