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 | $411,715 | +1.0% | 7,164 | -47.9% | 0.13% | +4.8% |
| Q2 2023 | $407,603 | -3.2% | 13,749 | +99.2% | 0.12% | -6.0% |
| Q1 2023 | $421,000 | +5.0% | 6,901 | -0.3% | 0.13% | -5.0% |
| Q4 2022 | $401,000 | +11.7% | 6,923 | -1.0% | 0.14% | +2.2% |
| Q3 2022 | $359,000 | -5.8% | 6,994 | +7.1% | 0.14% | -1.4% |
| Q2 2022 | $381,000 | -13.2% | 6,532 | +2.1% | 0.14% | 0.0% |
| Q1 2022 | $439,000 | -2.7% | 6,398 | +4.4% | 0.14% | +0.7% |
| Q4 2021 | $451,000 | -2.2% | 6,127 | -1.4% | 0.14% | -6.1% |
| Q3 2021 | $461,000 | -7.6% | 6,213 | -7.0% | 0.15% | -9.8% |
| Q2 2021 | $499,000 | -1.6% | 6,678 | -4.9% | 0.16% | -8.9% |
| Q1 2021 | $507,000 | +10.7% | 7,024 | +4.4% | 0.18% | +3.5% |
| Q4 2020 | $458,000 | +13.6% | 6,731 | -0.0% | 0.17% | +3.0% |
| Q3 2020 | $403,000 | +7.5% | 6,734 | -0.1% | 0.17% | -0.6% |
| Q2 2020 | $375,000 | +15.0% | 6,744 | -0.6% | 0.17% | -1.2% |
| Q1 2020 | $326,000 | -25.6% | 6,783 | +10.2% | 0.17% | -7.1% |
| Q4 2019 | $438,000 | +9.2% | 6,157 | -2.4% | 0.18% | +3.4% |
| Q3 2019 | $401,000 | -2.7% | 6,307 | -0.4% | 0.18% | -9.2% |
| Q2 2019 | $412,000 | -29.8% | 6,331 | -29.0% | 0.20% | -23.7% |
| Q1 2019 | $587,000 | +8.5% | 8,917 | -0.6% | 0.26% | -1.5% |
| Q4 2018 | $541,000 | -7.4% | 8,974 | +9.3% | 0.26% | 0.0% |
| Q3 2018 | $584,000 | +6.0% | 8,210 | +7.3% | 0.26% | -0.4% |
| Q2 2018 | $551,000 | -5.3% | 7,649 | +0.4% | 0.26% | -6.4% |
| Q1 2018 | $582,000 | +5.1% | 7,618 | +5.6% | 0.28% | +85.4% |
| Q4 2017 | $554,000 | -1.2% | 7,211 | -5.1% | 0.15% | -46.8% |
| Q3 2017 | $561,000 | -51.7% | 7,601 | -54.5% | 0.28% | -10.7% |
| Q2 2017 | $1,161,000 | +6.6% | 16,700 | +0.4% | 0.32% | +5.0% |
| Q1 2017 | $1,089,000 | +13.3% | 16,637 | +3.9% | 0.30% | +22.7% |
| Q4 2016 | $961,000 | -2.3% | 16,008 | -0.2% | 0.25% | -5.4% |
| Q3 2016 | $984,000 | +131.0% | 16,034 | +111.4% | 0.26% | +46.6% |
| Q2 2016 | $426,000 | -11.1% | 7,586 | -6.8% | 0.18% | -13.2% |
| Q1 2016 | $479,000 | -7.0% | 8,140 | -8.1% | 0.20% | -9.3% |
| Q4 2015 | $515,000 | +13.7% | 8,858 | +8.0% | 0.23% | +10.2% |
| Q3 2015 | $453,000 | -6.6% | 8,204 | +0.2% | 0.20% | +2.0% |
| Q2 2015 | $485,000 | 0.0% | 8,184 | 0.0% | 0.20% | 0.0% |
| Q1 2015 | $485,000 | +20.9% | 8,184 | +13.2% | 0.20% | +11.0% |
| Q4 2014 | $401,000 | +10.8% | 7,227 | +18.0% | 0.18% | +3.4% |
| Q3 2014 | $362,000 | +2.8% | 6,125 | +12.7% | 0.18% | +11.5% |
| Q2 2014 | $352,000 | -10.7% | 5,437 | -10.4% | 0.16% | -14.7% |
| Q1 2014 | $394,000 | +25.9% | 6,066 | +22.2% | 0.18% | +29.6% |
| Q4 2013 | $313,000 | +7.9% | 4,966 | +3.0% | 0.14% | -22.8% |
| Q3 2013 | $290,000 | -45.6% | 4,821 | -52.8% | 0.18% | -57.3% |
| Q2 2013 | $533,000 | – | 10,211 | – | 0.43% | – |
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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% |