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 2023 | $200,621 | -62.3% | 3,292 | -63.9% | 0.03% | -66.3% |
| Q2 2022 | $532,000 | -16.9% | 9,109 | -2.4% | 0.10% | -5.6% |
| Q1 2022 | $640,000 | -8.6% | 9,329 | -1.8% | 0.11% | +0.9% |
| Q4 2021 | $700,000 | -14.7% | 9,501 | -14.1% | 0.11% | -25.4% |
| Q3 2021 | $821,000 | +1.1% | 11,058 | +1.8% | 0.14% | -48.9% |
| Q2 2021 | $812,000 | +3.7% | 10,867 | +0.2% | 0.28% | +89.1% |
| Q1 2021 | $783,000 | +3.2% | 10,844 | -2.7% | 0.15% | -3.9% |
| Q4 2020 | $759,000 | +18.6% | 11,144 | +4.8% | 0.15% | +7.7% |
| Q3 2020 | $640,000 | +3.7% | 10,630 | +1.0% | 0.14% | +3.6% |
| Q2 2020 | $617,000 | +25.2% | 10,528 | +10.3% | 0.14% | +18.1% |
| Q1 2020 | $493,000 | -30.9% | 9,541 | -4.8% | 0.12% | -12.8% |
| Q4 2019 | $713,000 | +12.8% | 10,025 | +7.9% | 0.13% | +7.3% |
| Q3 2019 | $632,000 | +7.5% | 9,295 | +2.3% | 0.12% | +6.0% |
| Q2 2019 | $588,000 | +21.2% | 9,089 | +25.6% | 0.12% | +23.2% |
| Q1 2019 | $485,000 | +62.8% | 7,235 | +46.2% | 0.10% | +46.2% |
| Q4 2018 | $298,000 | +23.7% | 4,948 | +45.9% | 0.06% | +54.8% |
| Q3 2018 | $241,000 | -3.6% | 3,391 | -2.3% | 0.04% | -4.5% |
| Q2 2018 | $250,000 | +18.5% | 3,471 | +25.8% | 0.04% | +15.8% |
| Q1 2018 | $211,000 | – | 2,759 | – | 0.04% | – |
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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% |