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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,581,285 | -13.0% | 27,515 | -10.0% | 0.07% | -13.4% |
| Q2 2023 | $1,818,146 | +2.4% | 30,578 | +4.9% | 0.08% | -7.9% |
| Q1 2023 | $1,775,870 | -8.0% | 29,141 | -12.5% | 0.09% | -17.6% |
| Q4 2022 | $1,929,497 | -3.8% | 33,290 | -14.6% | 0.11% | +1.9% |
| Q3 2022 | $2,005,000 | -34.5% | 38,974 | -25.7% | 0.11% | -45.1% |
| Q2 2022 | $3,063,000 | -17.4% | 52,469 | -2.9% | 0.19% | -23.1% |
| Q1 2022 | $3,710,000 | -7.9% | 54,048 | -1.2% | 0.25% | +0.4% |
| Q4 2021 | $4,028,000 | -6.4% | 54,690 | -5.6% | 0.25% | -16.1% |
| Q3 2021 | $4,302,000 | -2.4% | 57,953 | -1.8% | 0.30% | -6.0% |
| Q2 2021 | $4,406,000 | +3.2% | 58,999 | -0.2% | 0.32% | -10.7% |
| Q1 2021 | $4,268,000 | +1.3% | 59,089 | -4.4% | 0.36% | -11.9% |
| Q4 2020 | $4,212,000 | +17.6% | 61,834 | +3.4% | 0.40% | +0.2% |
| Q3 2020 | $3,581,000 | -7.6% | 59,783 | -14.2% | 0.40% | -19.4% |
| Q2 2020 | $3,877,000 | +63.1% | 69,704 | +40.9% | 0.50% | +31.0% |
| Q1 2020 | $2,377,000 | -41.7% | 49,462 | -13.7% | 0.38% | -36.0% |
| Q4 2019 | $4,078,000 | +13.9% | 57,346 | +1.8% | 0.60% | +2.4% |
| Q3 2019 | $3,579,000 | -2.2% | 56,341 | +0.1% | 0.58% | -7.0% |
| Q2 2019 | $3,660,000 | -17.7% | 56,292 | -16.7% | 0.62% | -23.3% |
| Q1 2019 | $4,447,000 | -66.8% | 67,580 | -69.5% | 0.82% | -73.1% |
| Q4 2018 | $13,377,000 | – | 221,760 | – | 3.03% | – |
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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% |