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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,264 | -3.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,481 | -2.4% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,642 | +5.1% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,318 | +5.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 109 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $8,000 | -57.9% | 109 | -61.8% | 0.00% | -50.0% |
| Q4 2020 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +6.2% | 285 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $16,000 | +14.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -30.0% | 285 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $20,000 | +11.1% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +11.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -15.0% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | -4.8% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | -4.5% | 285 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $22,000 | – | 285 | – | 0.01% | – |
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% |