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 | $769,523 | -1.6% | 13,390 | +1.8% | 0.03% | -2.9% |
| Q2 2023 | $782,196 | -5.3% | 13,155 | -3.0% | 0.04% | -14.6% |
| Q1 2023 | $826,346 | +1.5% | 13,560 | -3.5% | 0.04% | -4.7% |
| Q4 2022 | $814,338 | +12.5% | 14,050 | -0.2% | 0.04% | 0.0% |
| Q3 2022 | $724,000 | -11.8% | 14,080 | 0.0% | 0.04% | -12.2% |
| Q2 2022 | $821,000 | -16.4% | 14,080 | -1.7% | 0.05% | -5.8% |
| Q1 2022 | $982,000 | -6.8% | 14,317 | 0.0% | 0.05% | -35.0% |
| Q4 2021 | $1,054,000 | -6.1% | 14,317 | -5.4% | 0.08% | -14.0% |
| Q3 2021 | $1,123,000 | -6.1% | 15,138 | -5.5% | 0.09% | -12.3% |
| Q2 2021 | $1,196,000 | -2.5% | 16,023 | -5.7% | 0.11% | -22.1% |
| Q1 2021 | $1,227,000 | +4.7% | 16,998 | -1.3% | 0.14% | -3.5% |
| Q4 2020 | $1,172,000 | -2.3% | 17,214 | -14.0% | 0.14% | -13.5% |
| Q3 2020 | $1,199,000 | +4.3% | 20,014 | -3.2% | 0.16% | -1.2% |
| Q2 2020 | $1,150,000 | -14.2% | 20,678 | -25.9% | 0.16% | -27.3% |
| Q1 2020 | $1,341,000 | -58.2% | 27,899 | -38.1% | 0.23% | -53.9% |
| Q4 2019 | $3,205,000 | -32.1% | 45,067 | -39.4% | 0.49% | -37.5% |
| Q3 2019 | $4,723,000 | +20.5% | 74,358 | +23.4% | 0.79% | +18.0% |
| Q2 2019 | $3,918,000 | +2.4% | 60,251 | +3.7% | 0.67% | -1.9% |
| Q1 2019 | $3,825,000 | +12.9% | 58,117 | +3.5% | 0.68% | -1.2% |
| Q4 2018 | $3,389,000 | +36.7% | 56,176 | +61.2% | 0.69% | +53.6% |
| Q3 2018 | $2,479,000 | -6.3% | 34,846 | -5.3% | 0.45% | -10.6% |
| Q2 2018 | $2,647,000 | -8.0% | 36,793 | -2.3% | 0.50% | -11.3% |
| Q1 2018 | $2,878,000 | -1.7% | 37,660 | -1.2% | 0.56% | -3.7% |
| Q4 2017 | $2,928,000 | -3.8% | 38,126 | -7.4% | 0.59% | -7.3% |
| Q3 2017 | $3,044,000 | +2.4% | 41,161 | -3.8% | 0.63% | -27.5% |
| Q2 2017 | $2,974,000 | +2.8% | 42,768 | -3.2% | 0.87% | -2.9% |
| Q1 2017 | $2,893,000 | +0.7% | 44,192 | -7.6% | 0.90% | -1.4% |
| Q4 2016 | $2,872,000 | -7.6% | 47,844 | -5.5% | 0.91% | -10.0% |
| Q3 2016 | $3,107,000 | -4.8% | 50,632 | -12.9% | 1.01% | -10.9% |
| Q2 2016 | $3,262,000 | -22.7% | 58,130 | -18.9% | 1.14% | +580.8% |
| Q1 2016 | $4,222,000 | -3.7% | 71,679 | +4.5% | 0.17% | -88.8% |
| Q4 2015 | $4,385,000 | +0.1% | 68,615 | -13.5% | 1.49% | -6.5% |
| Q3 2015 | $4,379,000 | -15.2% | 79,368 | -7.3% | 1.59% | +7.6% |
| Q2 2015 | $5,163,000 | -1.1% | 85,572 | -2.9% | 1.48% | -5.7% |
| Q1 2015 | $5,221,000 | +3.7% | 88,096 | -2.8% | 1.57% | -17.0% |
| Q4 2014 | $5,034,000 | -3.7% | 90,664 | +2.7% | 1.89% | +1.0% |
| Q3 2014 | $5,227,000 | -7.5% | 88,320 | +1.3% | 1.87% | -17.8% |
| Q2 2014 | $5,648,000 | -1.9% | 87,180 | -1.5% | 2.28% | +4.3% |
| Q1 2014 | $5,757,000 | – | 88,529 | – | 2.18% | – |
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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% |