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 2023 | $622 | -7.0% | 10,821 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $669 | -9.0% | 11,255 | -6.7% | 0.00% | -25.0% |
| Q1 2023 | $735 | -9.9% | 12,059 | -14.3% | 0.00% | 0.0% |
| Q4 2022 | $816 | -99.9% | 14,079 | +5.2% | 0.00% | 0.0% |
| Q3 2022 | $688,000 | -15.2% | 13,380 | -3.7% | 0.00% | 0.0% |
| Q2 2022 | $811,000 | -9.3% | 13,888 | +6.6% | 0.00% | 0.0% |
| Q1 2022 | $894,000 | -8.1% | 13,029 | -1.4% | 0.00% | 0.0% |
| Q4 2021 | $973,000 | -8.1% | 13,217 | -7.4% | 0.00% | -20.0% |
| Q3 2021 | $1,059,000 | -2.4% | 14,268 | -1.8% | 0.01% | 0.0% |
| Q2 2021 | $1,085,000 | +21.2% | 14,529 | +17.3% | 0.01% | 0.0% |
| Q1 2021 | $895,000 | +1.6% | 12,389 | -4.2% | 0.01% | 0.0% |
| Q4 2020 | $881,000 | -4.4% | 12,931 | -16.0% | 0.01% | -16.7% |
| Q3 2020 | $922,000 | -21.5% | 15,386 | -27.1% | 0.01% | -33.3% |
| Q2 2020 | $1,174,000 | -51.2% | 21,096 | -57.9% | 0.01% | -60.9% |
| Q1 2020 | $2,408,000 | -24.4% | 50,106 | +11.8% | 0.02% | -8.0% |
| Q4 2019 | $3,186,000 | +39.6% | 44,800 | +24.7% | 0.02% | +25.0% |
| Q3 2019 | $2,282,000 | -3.0% | 35,930 | -0.7% | 0.02% | -9.1% |
| Q2 2019 | $2,352,000 | +2.9% | 36,172 | +4.2% | 0.02% | 0.0% |
| Q1 2019 | $2,285,000 | -13.1% | 34,720 | -20.3% | 0.02% | -24.1% |
| Q4 2018 | $2,628,000 | +1.7% | 43,562 | +19.9% | 0.03% | +16.0% |
| Q3 2018 | $2,584,000 | +12.1% | 36,319 | +13.4% | 0.02% | +4.2% |
| Q2 2018 | $2,305,000 | -0.9% | 32,035 | +5.3% | 0.02% | -7.7% |
| Q1 2018 | $2,326,000 | +0.5% | 30,430 | +0.9% | 0.03% | -3.7% |
| Q4 2017 | $2,315,000 | -0.8% | 30,145 | -4.5% | 0.03% | -12.9% |
| Q3 2017 | $2,334,000 | -8.3% | 31,561 | -13.8% | 0.03% | -16.2% |
| Q2 2017 | $2,546,000 | -20.0% | 36,614 | -24.6% | 0.04% | -31.5% |
| Q1 2017 | $3,181,000 | -47.9% | 48,587 | -52.3% | 0.05% | -53.0% |
| Q4 2016 | $6,111,000 | -22.1% | 101,817 | -20.3% | 0.12% | -21.2% |
| Q3 2016 | $7,843,000 | -12.5% | 127,791 | -20.0% | 0.15% | -23.2% |
| Q2 2016 | $8,959,000 | -9.7% | 159,666 | -5.2% | 0.19% | -15.2% |
| Q1 2016 | $9,923,000 | +6.3% | 168,467 | +4.8% | 0.22% | +1.4% |
| Q4 2015 | $9,337,000 | +7.0% | 160,702 | +1.6% | 0.22% | -11.6% |
| Q3 2015 | $8,728,000 | -6.6% | 158,201 | +2.1% | 0.25% | -3.1% |
| Q2 2015 | $9,346,000 | +2.2% | 154,894 | +0.4% | 0.26% | -0.8% |
| Q1 2015 | $9,146,000 | +11.9% | 154,340 | +4.9% | 0.26% | +2.8% |
| Q4 2014 | $8,170,000 | -3.4% | 147,158 | +3.0% | 0.25% | +1.6% |
| Q3 2014 | $8,458,000 | -4.8% | 142,913 | +4.2% | 0.25% | -19.7% |
| Q2 2014 | $8,887,000 | +7.8% | 137,187 | +8.2% | 0.31% | -0.6% |
| Q1 2014 | $8,245,000 | +2.7% | 126,789 | -0.5% | 0.31% | -5.2% |
| Q4 2013 | $8,028,000 | +13.2% | 127,412 | +7.9% | 0.33% | +5.8% |
| Q3 2013 | $7,094,000 | +25.1% | 118,049 | +8.8% | 0.31% | +8.0% |
| Q2 2013 | $5,669,000 | – | 108,524 | – | 0.29% | – |
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% |