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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $242,000 | +1.7% | 3,550 | +11.5% | 0.01% | +20.0% |
| Q2 2021 | $238,000 | -2.5% | 3,185 | -5.6% | 0.01% | -16.7% |
| Q1 2021 | $244,000 | +0.8% | 3,375 | -4.9% | 0.01% | 0.0% |
| Q4 2020 | $242,000 | +12.6% | 3,550 | -1.0% | 0.01% | 0.0% |
| Q3 2020 | $215,000 | 0.0% | 3,585 | -7.1% | 0.01% | -14.3% |
| Q2 2020 | $215,000 | -68.8% | 3,860 | -73.1% | 0.01% | -72.0% |
| Q1 2020 | $689,000 | -40.4% | 14,345 | -11.8% | 0.02% | -26.5% |
| Q4 2019 | $1,157,000 | -3.3% | 16,270 | -13.7% | 0.03% | -10.5% |
| Q3 2019 | $1,197,000 | -7.1% | 18,845 | -4.9% | 0.04% | -7.3% |
| Q2 2019 | $1,288,000 | 0.0% | 19,810 | +1.2% | 0.04% | 0.0% |
| Q1 2019 | $1,288,000 | – | 19,575 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Efficient Advisors, LLC | 677,918 | $40,607,000 | 7.46% |
| Great Point Wealth Advisors, LLC | 189,603 | $10,547,000 | 5.44% |
| Savant Capital, LLC | 1,302,674 | $78,030,000 | 5.34% |
| 3D ASSET MANAGEMENT, INC | 320,308 | $19,186,000 | 5.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 129,088 | $7,732,000 | 4.07% |
| Larson Financial Group LLC | 120,879 | $7,241,000 | 2.97% |
| PrairieView Partners, LLC | 174,888 | $10,476,000 | 2.20% |
| Carlson Capital Management | 158,222 | $9,477,000 | 2.05% |
| M Holdings Securities, Inc. | 207,638 | $12,438,000 | 1.98% |
| Neumann Capital Management, LLC | 51,295 | $3,073,000 | 1.77% |