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 | $423 | -4.3% | 7,352 | -1.1% | 0.02% | -4.0% |
| Q2 2023 | $442 | +3.0% | 7,434 | +5.6% | 0.02% | 0.0% |
| Q1 2023 | $429 | +44.0% | 7,042 | +37.0% | 0.02% | +38.9% |
| Q4 2022 | $298 | -99.9% | 5,142 | -9.1% | 0.02% | -10.0% |
| Q3 2022 | $291,000 | +53.2% | 5,656 | +73.3% | 0.02% | +53.8% |
| Q2 2022 | $190,000 | +0.5% | 3,263 | +18.3% | 0.01% | +8.3% |
| Q1 2022 | $189,000 | +152.0% | 2,758 | +170.9% | 0.01% | +140.0% |
| Q4 2021 | $75,000 | +50.0% | 1,018 | +51.3% | 0.01% | +66.7% |
| Q3 2021 | $50,000 | +2.0% | 673 | +2.7% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | +32.4% | 655 | +28.2% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +5.7% | 511 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +150.0% | 511 | +126.1% | 0.00% | +200.0% |
| Q3 2020 | $14,000 | +7.7% | 226 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -99.0% | 226 | -99.2% | 0.00% | -99.4% |
| Q1 2020 | $1,338,000 | -37.7% | 27,854 | -7.8% | 0.16% | -22.6% |
| Q4 2019 | $2,149,000 | +12.5% | 30,223 | +0.5% | 0.21% | +5.0% |
| Q3 2019 | $1,911,000 | +1.3% | 30,087 | +3.7% | 0.20% | -1.5% |
| Q2 2019 | $1,886,000 | -8.4% | 29,012 | -7.2% | 0.20% | -13.9% |
| Q1 2019 | $2,058,000 | -39.5% | 31,278 | -44.6% | 0.24% | -46.8% |
| Q4 2018 | $3,403,000 | -99.8% | 56,424 | -6.5% | 0.45% | +82.4% |
| Q3 2018 | $2,147,869,000 | +97264.9% | 60,322 | +96.7% | 0.24% | -6.8% |
| Q2 2018 | $2,206,000 | -4.9% | 30,663 | +1.0% | 0.26% | -8.4% |
| Q1 2018 | $2,320,000 | -4.1% | 30,352 | -3.6% | 0.29% | -5.3% |
| Q4 2017 | $2,418,000 | +6.6% | 31,482 | +2.7% | 0.30% | -0.3% |
| Q3 2017 | $2,268,000 | -99.9% | 30,668 | +3.6% | 0.30% | +3.4% |
| Q2 2017 | $2,058,080,000 | +12.6% | 29,599 | +6.0% | 0.29% | +2.1% |
| Q1 2017 | $1,828,176,000 | +111510.3% | 27,923 | +2.3% | 0.29% | +0.3% |
| Q4 2016 | $1,638,000 | -99.9% | 27,291 | +6.6% | 0.29% | -2.7% |
| Q3 2016 | $1,571,692,000 | +28.3% | 25,610 | +17.3% | 0.30% | +19.4% |
| Q2 2016 | $1,225,280,000 | +12.6% | 21,837 | +18.2% | 0.25% | +12.8% |
| Q1 2016 | $1,088,574,000 | +6.7% | 18,481 | +5.2% | 0.22% | +5.8% |
| Q4 2015 | $1,020,468,000 | +8.7% | 17,564 | +3.2% | 0.21% | +15.6% |
| Q3 2015 | $938,651,000 | -8.6% | 17,013 | -0.0% | 0.18% | -14.8% |
| Q2 2015 | $1,027,008,000 | -20.3% | 17,020 | -21.7% | 0.21% | -21.6% |
| Q1 2015 | $1,288,211,000 | +18.2% | 21,738 | +10.7% | 0.27% | +12.1% |
| Q4 2014 | $1,089,934,000 | -0.3% | 19,631 | +6.2% | 0.24% | -7.0% |
| Q3 2014 | $1,093,645,000 | +2.8% | 18,479 | +12.5% | 0.26% | -0.8% |
| Q2 2014 | $1,063,954,000 | +3.5% | 16,424 | +3.9% | 0.26% | -3.7% |
| Q1 2014 | $1,027,889,000 | +9.0% | 15,806 | +5.6% | 0.27% | +4.7% |
| Q4 2013 | $942,881,000 | +9.1% | 14,963 | +4.0% | 0.26% | -0.8% |
| Q3 2013 | $864,172,000 | +18.2% | 14,381 | +2.8% | 0.26% | +12.1% |
| Q2 2013 | $730,956,000 | +25.6% | 13,992 | +33.2% | 0.23% | +18.5% |
| Q1 2013 | $582,189,000 | +30.7% | 10,506 | +23.0% | 0.20% | +8.9% |
| Q4 2012 | $445,440,000 | – | 8,544 | – | 0.18% | – |
Download | ||||||
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% |