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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $484,000 | +16.1% | 8,693 | +0.1% | 0.04% | -2.8% |
| Q1 2020 | $417,000 | -47.6% | 8,681 | -22.4% | 0.04% | -32.1% |
| Q4 2019 | $796,000 | +12.3% | 11,189 | +0.3% | 0.05% | +1.9% |
| Q3 2019 | $709,000 | -13.5% | 11,158 | -11.6% | 0.05% | -14.8% |
| Q2 2019 | $820,000 | -0.8% | 12,616 | +0.5% | 0.06% | -1.6% |
| Q1 2019 | $827,000 | +8.7% | 12,559 | -0.5% | 0.06% | -8.8% |
| Q4 2018 | $761,000 | -26.3% | 12,620 | -13.0% | 0.07% | -20.0% |
| Q3 2018 | $1,032,000 | -2.7% | 14,509 | -1.6% | 0.08% | -11.5% |
| Q2 2018 | $1,061,000 | -5.4% | 14,744 | +0.6% | 0.10% | -9.4% |
| Q1 2018 | $1,121,000 | +6.5% | 14,663 | +6.9% | 0.11% | +3.9% |
| Q4 2017 | $1,053,000 | +2.9% | 13,716 | -0.8% | 0.10% | -8.1% |
| Q3 2017 | $1,023,000 | +101.0% | 13,827 | +88.7% | 0.11% | +85.0% |
| Q2 2017 | $509,000 | – | 7,326 | – | 0.06% | – |
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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% |