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 | $254,420 | -3.3% | 4,427 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $263,229 | -2.4% | 4,427 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $269,781 | +5.1% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $256,589 | +12.5% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -25.0% | 4,427 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $304,000 | -6.7% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $326,000 | -0.9% | 4,427 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $329,000 | -0.6% | 4,427 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $331,000 | -2.4% | 4,427 | -5.7% | 0.01% | -20.0% |
| Q1 2021 | $339,000 | +5.9% | 4,693 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $320,000 | -14.4% | 4,693 | -24.8% | 0.01% | -33.3% |
| Q3 2020 | $374,000 | -28.8% | 6,240 | -28.4% | 0.02% | -68.8% |
| Q4 2018 | $525,000 | – | 8,710 | – | 0.05% | – |
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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% |