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 | $32 | -3.0% | 552 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $33 | -2.9% | 552 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $34 | +6.2% | 552 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $32 | -99.9% | 552 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $28,000 | -12.5% | 552 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $32,000 | -15.8% | 552 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $38,000 | -7.3% | 552 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $41,000 | 0.0% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $41,000 | 0.0% | 552 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $41,000 | +2.5% | 552 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $40,000 | +5.3% | 552 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $38,000 | +15.2% | 552 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | +6.5% | 552 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +14.8% | 552 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $27,000 | -90.5% | 552 | -86.2% | 0.01% | -88.9% |
| Q4 2019 | $284,000 | +12.3% | 3,988 | 0.0% | 0.07% | +2.9% |
| Q3 2019 | $253,000 | -2.3% | 3,988 | 0.0% | 0.07% | -4.1% |
| Q2 2019 | $259,000 | -6.2% | 3,988 | -5.0% | 0.07% | -2.7% |
| Q1 2019 | $276,000 | +10.8% | 4,199 | +1.9% | 0.08% | +2.7% |
| Q4 2018 | $249,000 | -15.0% | 4,120 | 0.0% | 0.07% | -12.0% |
| Q3 2018 | $293,000 | -1.0% | 4,120 | 0.0% | 0.08% | -9.8% |
| Q2 2018 | $296,000 | -6.0% | 4,120 | 0.0% | 0.09% | -9.8% |
| Q1 2018 | $315,000 | +12.1% | 4,120 | +12.5% | 0.10% | +9.7% |
| Q4 2017 | $281,000 | +3.7% | 3,663 | 0.0% | 0.09% | -2.1% |
| Q3 2017 | $271,000 | +6.3% | 3,663 | 0.0% | 0.10% | +1.1% |
| Q2 2017 | $255,000 | +6.2% | 3,663 | 0.0% | 0.09% | +2.2% |
| Q1 2017 | $240,000 | +9.1% | 3,663 | 0.0% | 0.09% | +1.1% |
| Q4 2016 | $220,000 | +129.2% | 3,663 | +133.0% | 0.09% | +116.7% |
| Q3 2016 | $96,000 | +134.1% | 1,572 | +117.7% | 0.04% | +121.1% |
| Q2 2016 | $41,000 | -4.7% | 722 | 0.0% | 0.02% | -9.5% |
| Q1 2016 | $43,000 | +2.4% | 722 | 0.0% | 0.02% | -4.5% |
| Q4 2015 | $42,000 | +5.0% | 722 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $40,000 | -9.1% | 722 | 0.0% | 0.02% | -4.3% |
| Q2 2015 | $44,000 | +2.3% | 722 | 0.0% | 0.02% | +4.5% |
| Q1 2015 | $43,000 | +7.5% | 722 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $40,000 | -4.8% | 722 | 0.0% | 0.02% | -8.3% |
| Q3 2014 | $42,000 | -10.6% | 722 | 0.0% | 0.02% | -7.7% |
| Q2 2014 | $47,000 | 0.0% | 722 | 0.0% | 0.03% | -7.1% |
| Q1 2014 | $47,000 | +4.4% | 722 | 0.0% | 0.03% | -6.7% |
| Q4 2013 | $45,000 | – | 722 | – | 0.03% | – |
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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% |