WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 171 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $225 | -99.9% | 3,877 | -27.9% | 0.01% | -30.0% |
| Q3 2022 | $277,000 | -35.4% | 5,380 | -26.9% | 0.01% | -28.6% |
| Q2 2022 | $429,000 | -14.4% | 7,357 | +0.8% | 0.01% | -6.7% |
| Q1 2022 | $501,000 | -18.3% | 7,302 | -12.2% | 0.02% | -16.7% |
| Q4 2021 | $613,000 | -5.1% | 8,321 | -4.4% | 0.02% | -10.0% |
| Q3 2021 | $646,000 | 0.0% | 8,700 | +0.6% | 0.02% | -4.8% |
| Q2 2021 | $646,000 | +4.0% | 8,648 | +0.5% | 0.02% | -4.5% |
| Q1 2021 | $621,000 | +5.6% | 8,603 | -0.4% | 0.02% | -4.3% |
| Q4 2020 | $588,000 | +8.1% | 8,638 | -4.9% | 0.02% | -4.2% |
| Q3 2020 | $544,000 | -25.7% | 9,085 | -30.9% | 0.02% | -31.4% |
| Q2 2020 | $732,000 | -12.6% | 13,154 | -24.6% | 0.04% | -25.5% |
| Q1 2020 | $838,000 | -51.5% | 17,446 | -31.1% | 0.05% | -41.2% |
| Q4 2019 | $1,729,000 | +7.0% | 25,314 | -0.5% | 0.08% | -3.6% |
| Q3 2019 | $1,616,000 | -7.3% | 25,437 | -5.1% | 0.08% | -11.7% |
| Q2 2019 | $1,743,000 | -9.9% | 26,813 | -8.8% | 0.09% | -14.5% |
| Q1 2019 | $1,934,000 | -3.2% | 29,386 | -11.3% | 0.11% | -14.1% |
| Q4 2018 | $1,998,000 | -86.6% | 33,125 | -84.2% | 0.13% | -85.7% |
| Q3 2018 | $14,962,000 | +9.4% | 210,312 | +10.7% | 0.90% | +3.6% |
| Q2 2018 | $13,673,000 | +0.1% | 190,036 | +6.3% | 0.86% | -1.7% |
| Q1 2018 | $13,661,000 | +4.4% | 178,742 | +4.9% | 0.88% | +1.3% |
| Q4 2017 | $13,087,000 | +2.2% | 170,400 | -1.7% | 0.87% | -1.5% |
| Q3 2017 | $12,802,000 | +9.8% | 173,286 | +3.4% | 0.88% | +0.6% |
| Q2 2017 | $11,655,000 | +12.7% | 167,632 | +6.1% | 0.88% | +7.0% |
| Q1 2017 | $10,339,000 | +18.5% | 157,924 | +8.6% | 0.82% | +8.6% |
| Q4 2016 | $8,725,000 | +5.7% | 145,363 | +8.1% | 0.75% | +0.5% |
| Q3 2016 | $8,256,000 | +38.9% | 134,523 | +25.7% | 0.75% | +25.8% |
| Q2 2016 | $5,945,000 | +12.8% | 107,036 | +19.6% | 0.60% | +9.6% |
| Q1 2016 | $5,271,000 | +2.1% | 89,487 | +0.7% | 0.54% | -4.4% |
| Q4 2015 | $5,164,000 | +26.8% | 88,887 | +20.5% | 0.57% | +23.4% |
| Q3 2015 | $4,071,000 | +1.3% | 73,748 | +10.8% | 0.46% | +5.5% |
| Q2 2015 | $4,018,000 | +14.1% | 66,588 | +12.0% | 0.44% | +11.5% |
| Q1 2015 | $3,522,000 | – | 59,428 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| Shakespeare Wealth Management, LLC | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |