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 | $223,387 | -7.8% | 3,887 | -4.6% | 0.00% | 0.0% |
| Q2 2023 | $242,186 | -1.0% | 4,073 | +1.5% | 0.00% | -55.6% |
| Q1 2023 | $244,564 | +5.3% | 4,013 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $232,175 | -22.3% | 4,006 | -31.1% | 0.01% | -40.0% |
| Q3 2022 | $299,000 | -32.8% | 5,816 | -23.7% | 0.02% | -28.6% |
| Q2 2022 | $445,000 | -16.0% | 7,618 | -1.3% | 0.02% | -8.7% |
| Q1 2022 | $530,000 | -10.0% | 7,721 | -3.4% | 0.02% | +4.5% |
| Q4 2021 | $589,000 | -0.7% | 7,995 | +0.1% | 0.02% | -26.7% |
| Q3 2021 | $593,000 | +0.2% | 7,990 | +0.9% | 0.03% | -6.2% |
| Q2 2021 | $592,000 | +3.5% | 7,922 | +0.1% | 0.03% | -13.5% |
| Q1 2021 | $572,000 | +11.1% | 7,912 | +4.7% | 0.04% | -9.8% |
| Q4 2020 | $515,000 | +54.7% | 7,560 | +36.0% | 0.04% | -16.3% |
| Q3 2020 | $333,000 | +13.3% | 5,557 | +5.2% | 0.05% | +4.3% |
| Q2 2020 | $294,000 | -37.2% | 5,284 | -45.7% | 0.05% | -52.0% |
| Q1 2020 | $468,000 | – | 9,737 | – | 0.10% | – |
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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% |