WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 180 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,861,588 | +43.1% | 45,107 | +47.1% | 0.00% | – |
| Q1 2024 | $1,999,208 | -79.9% | 30,658 | -80.3% | 0.00% | -100.0% |
| Q4 2023 | $9,930,210 | +10.0% | 155,535 | -0.9% | 0.00% | 0.0% |
| Q3 2023 | $9,023,767 | +11.8% | 157,017 | +15.6% | 0.00% | 0.0% |
| Q2 2023 | $8,074,014 | +493.4% | 135,789 | +508.2% | 0.00% | +200.0% |
| Q1 2023 | $1,360,668 | -80.0% | 22,328 | -80.9% | 0.00% | -66.7% |
| Q4 2022 | $6,787,174 | +201.0% | 117,101 | +167.2% | 0.00% | +200.0% |
| Q3 2022 | $2,255,000 | +38.9% | 43,829 | +57.6% | 0.00% | 0.0% |
| Q2 2022 | $1,623,000 | -76.1% | 27,806 | -71.8% | 0.00% | -50.0% |
| Q1 2022 | $6,780,000 | -30.2% | 98,769 | -25.2% | 0.00% | -33.3% |
| Q4 2021 | $9,719,000 | +328.5% | 131,967 | +332.0% | 0.00% | +200.0% |
| Q3 2021 | $2,268,000 | +296.5% | 30,548 | +286.0% | 0.00% | – |
| Q1 2021 | $572,000 | -93.7% | 7,915 | -94.1% | 0.00% | -100.0% |
| Q4 2020 | $9,120,000 | +522.5% | 133,908 | +447.4% | 0.01% | +400.0% |
| Q3 2020 | $1,465,000 | -69.5% | 24,461 | -71.6% | 0.00% | -75.0% |
| Q2 2020 | $4,797,000 | +46.8% | 86,238 | +26.8% | 0.00% | +33.3% |
| Q1 2020 | $3,268,000 | +89.1% | 68,019 | +180.0% | 0.00% | +50.0% |
| Q4 2019 | $1,728,000 | -28.0% | 24,294 | -35.7% | 0.00% | -50.0% |
| Q3 2019 | $2,400,000 | -65.8% | 37,781 | -65.0% | 0.00% | -66.7% |
| Q2 2019 | $7,019,000 | +90.3% | 107,944 | +92.5% | 0.01% | +100.0% |
| Q1 2019 | $3,689,000 | +565.9% | 56,061 | +510.1% | 0.01% | +500.0% |
| Q4 2018 | $554,000 | -89.2% | 9,189 | -87.2% | 0.00% | -90.0% |
| Q3 2018 | $5,122,000 | +515.6% | 72,004 | +522.5% | 0.01% | +400.0% |
| Q2 2018 | $832,000 | +32.9% | 11,566 | +41.3% | 0.00% | 0.0% |
| Q1 2018 | $626,000 | -94.4% | 8,188 | -94.5% | 0.00% | -94.4% |
| Q3 2017 | $11,086,000 | +125.4% | 149,906 | +82.9% | 0.04% | +71.4% |
| Q4 2016 | $4,918,000 | -26.8% | 81,943 | -25.1% | 0.02% | -34.4% |
| Q3 2016 | $6,715,000 | -19.9% | 109,426 | -26.7% | 0.03% | -22.0% |
| Q2 2016 | $8,379,000 | +287.7% | 149,339 | +307.0% | 0.04% | +241.7% |
| Q1 2016 | $2,161,000 | +123.7% | 36,696 | +120.7% | 0.01% | +100.0% |
| Q4 2015 | $966,000 | -90.3% | 16,627 | -90.8% | 0.01% | -90.5% |
| Q3 2015 | $10,008,000 | +141.9% | 181,403 | +159.8% | 0.06% | +96.9% |
| Q1 2015 | $4,137,000 | -49.4% | 69,816 | -49.5% | 0.03% | -61.4% |
| Q3 2014 | $8,182,000 | – | 138,250 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 210,617 | $13,361,538 | 3.86% |
| INVENIO WEALTH PARTNERS LLC | 50,635 | $3,212,285 | 1.59% |
| Neumann Capital Management, LLC | 70,403 | $4,466,366 | 1.54% |
| LRI Investments, LLC | 206,665 | $13,110,828 | 1.49% |
| Marathon Strategic Advisors, LLC | 20,066 | $1,272,987 | 1.49% |
| FAMILY WEALTH PARTNERS, LLC | 37,872 | $2,402,580 | 1.25% |
| Freedom Investment Management, Inc. | 226,257 | $14,353,751 | 1.18% |
| Great Point Wealth Advisors, LLC | 80,706 | $5,120,009 | 1.17% |
| WESCAP Management Group, Inc. | 62,561 | $3,968,892 | 1.12% |
| FFG RETIREMENT ADVISORS LLC | 24,122 | $1,530,300 | 1.07% |