WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 171 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $205,565 | -78.6% | 3,373 | -79.5% | 0.04% | -77.2% |
| Q2 2022 | $962,000 | -23.6% | 16,472 | -10.2% | 0.16% | -6.0% |
| Q1 2022 | $1,259,000 | -82.4% | 18,342 | -81.2% | 0.17% | -80.5% |
| Q4 2021 | $7,168,000 | +3.6% | 97,323 | +4.4% | 0.86% | -3.8% |
| Q3 2021 | $6,919,000 | +7.7% | 93,197 | +8.4% | 0.90% | +2.5% |
| Q2 2021 | $6,423,000 | +9.6% | 86,003 | +6.0% | 0.87% | +2.1% |
| Q1 2021 | $5,858,000 | -0.1% | 81,099 | -5.8% | 0.86% | -20.2% |
| Q4 2020 | $5,864,000 | +2.6% | 86,092 | -9.8% | 1.07% | -14.5% |
| Q3 2020 | $5,718,000 | +4.6% | 95,452 | -2.8% | 1.25% | -4.3% |
| Q2 2020 | $5,465,000 | +22.8% | 98,235 | +6.1% | 1.31% | -7.0% |
| Q1 2020 | $4,450,000 | -16.2% | 92,616 | +24.0% | 1.41% | +30.8% |
| Q4 2019 | $5,310,000 | +14.9% | 74,673 | +2.7% | 1.08% | +9.6% |
| Q3 2019 | $4,620,000 | -2.7% | 72,732 | -0.4% | 0.98% | -11.5% |
| Q2 2019 | $4,750,000 | +6.6% | 73,052 | +7.9% | 1.11% | +26.7% |
| Q1 2019 | $4,457,000 | +19.8% | 67,728 | +9.8% | 0.88% | +9.5% |
| Q4 2018 | $3,721,000 | -12.8% | 61,684 | +2.8% | 0.80% | -22.0% |
| Q3 2018 | $4,269,000 | +6.5% | 60,009 | +7.7% | 1.03% | -11.7% |
| Q2 2018 | $4,009,000 | -5.7% | 55,715 | +0.1% | 1.16% | +3.0% |
| Q1 2018 | $4,253,000 | – | 55,642 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Great Point Wealth Advisors, LLC | 221,771 | $16,019,000 | 6.13% |
| 3D/L Capital Management, LLC | 308,036 | $22,249,000 | 5.64% |
| Efficient Advisors, LLC | 551,119 | $39,807,000 | 5.46% |
| Savant Capital, LLC | 1,310,051 | $94,625,000 | 5.07% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 141,639 | $10,231,000 | 4.21% |
| Tacita Capital Inc | 81,125 | $5,860,000 | 3.80% |
| McLean Asset Management Corp | 56,921 | $4,291,000 | 3.39% |
| Larson Financial Group LLC | 114,906 | $8,300,000 | 2.44% |
| Neumann Capital Management, LLC | 52,550 | $3,796,000 | 1.80% |
| Carlson Capital Management | 136,746 | $9,877,000 | 1.70% |