WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 227 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,913,000 | -5.8% | 40,950 | -15.8% | 0.02% | -13.0% |
| Q3 2019 | $3,092,000 | -1.2% | 48,647 | +1.2% | 0.02% | -4.2% |
| Q2 2019 | $3,129,000 | +0.9% | 48,085 | +2.0% | 0.02% | -7.7% |
| Q1 2019 | $3,102,000 | +20.3% | 47,122 | +10.3% | 0.03% | +4.0% |
| Q4 2018 | $2,579,000 | +87.6% | 42,707 | +121.2% | 0.02% | +78.6% |
| Q3 2018 | $1,375,000 | +7.8% | 19,304 | +9.0% | 0.01% | -22.2% |
| Q2 2018 | $1,276,000 | -5.8% | 17,705 | +0.0% | 0.02% | -5.3% |
| Q1 2018 | $1,354,000 | +22.0% | 17,699 | +22.4% | 0.02% | +26.7% |
| Q4 2017 | $1,110,000 | +16.6% | 14,458 | +12.1% | 0.02% | 0.0% |
| Q3 2017 | $952,000 | -0.4% | 12,892 | -6.3% | 0.02% | -11.8% |
| Q2 2017 | $956,000 | +59.9% | 13,759 | +50.7% | 0.02% | +41.7% |
| Q1 2017 | $598,000 | -40.7% | 9,133 | -45.6% | 0.01% | -47.8% |
| Q4 2016 | $1,009,000 | -0.8% | 16,802 | +1.4% | 0.02% | -4.2% |
| Q3 2016 | $1,017,000 | -2.8% | 16,573 | -11.4% | 0.02% | -14.3% |
| Q2 2016 | $1,046,000 | – | 18,695 | – | 0.03% | – |
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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% |