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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $225,000 | -3.4% | 3,111 | -9.0% | 0.01% | -14.3% |
| Q4 2020 | $233,000 | +8.9% | 3,418 | -4.5% | 0.01% | -12.5% |
| Q3 2020 | $214,000 | -16.7% | 3,578 | -0.8% | 0.01% | -38.5% |
| Q3 2018 | $257,000 | -1.2% | 3,606 | -0.7% | 0.01% | -13.3% |
| Q2 2018 | $260,000 | -5.8% | 3,632 | +0.6% | 0.02% | -11.8% |
| Q1 2018 | $276,000 | +3.4% | 3,611 | +0.1% | 0.02% | +6.2% |
| Q3 2017 | $267,000 | +8.1% | 3,609 | +0.8% | 0.02% | +6.7% |
| Q2 2017 | $247,000 | +5.1% | 3,580 | +0.1% | 0.02% | -6.2% |
| Q1 2017 | $235,000 | +4.9% | 3,577 | -4.0% | 0.02% | -5.9% |
| Q4 2016 | $224,000 | -3.4% | 3,727 | -1.5% | 0.02% | -5.6% |
| Q3 2016 | $232,000 | +10.0% | 3,785 | +0.0% | 0.02% | +12.5% |
| Q2 2016 | $211,000 | +5.5% | 3,784 | +11.1% | 0.02% | -5.9% |
| Q1 2016 | $200,000 | -27.0% | 3,405 | -24.8% | 0.02% | -26.1% |
| Q2 2015 | $274,000 | -62.6% | 4,527 | -65.8% | 0.02% | -67.6% |
| Q4 2014 | $732,000 | -28.7% | 13,229 | -23.6% | 0.07% | -9.0% |
| Q3 2014 | $1,026,000 | -17.6% | 17,314 | -10.5% | 0.08% | -44.3% |
| Q2 2014 | $1,245,000 | -13.4% | 19,355 | -12.6% | 0.14% | -28.9% |
| Q1 2014 | $1,438,000 | 0.0% | 22,142 | -2.9% | 0.20% | -7.5% |
| Q4 2013 | $1,438,000 | +4.1% | 22,805 | -0.8% | 0.21% | -13.4% |
| Q3 2013 | $1,381,000 | +2.7% | 22,996 | -10.7% | 0.25% | -12.5% |
| Q2 2013 | $1,345,000 | – | 25,750 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |