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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $503,000 | +8.4% | 6,743 | +5.1% | 0.22% | +1.4% |
| Q1 2021 | $464,000 | +12.6% | 6,418 | +6.1% | 0.22% | +3.8% |
| Q4 2020 | $412,000 | +14.1% | 6,050 | +0.4% | 0.21% | +4.4% |
| Q3 2020 | $361,000 | +9.4% | 6,023 | +1.6% | 0.20% | +2.5% |
| Q2 2020 | $330,000 | +24.5% | 5,929 | +7.4% | 0.20% | +4.2% |
| Q1 2020 | $265,000 | -26.4% | 5,521 | +8.2% | 0.19% | -6.8% |
| Q4 2019 | $360,000 | +6.8% | 5,104 | +2.9% | 0.20% | -2.4% |
| Q3 2019 | $337,000 | +12.7% | 4,962 | +7.9% | 0.21% | -9.9% |
| Q2 2019 | $299,000 | +0.7% | 4,600 | +4.0% | 0.23% | -3.3% |
| Q1 2019 | $297,000 | +34.4% | 4,422 | +20.9% | 0.24% | +21.7% |
| Q4 2018 | $221,000 | -14.0% | 3,657 | +1.2% | 0.20% | -5.7% |
| Q3 2018 | $257,000 | -0.8% | 3,615 | +0.5% | 0.21% | -6.2% |
| Q2 2018 | $259,000 | -4.4% | 3,596 | +1.6% | 0.22% | -10.8% |
| Q1 2018 | $271,000 | -1.1% | 3,540 | -0.9% | 0.25% | +1.2% |
| Q4 2017 | $274,000 | +19.7% | 3,571 | +8.4% | 0.25% | +7.8% |
| Q2 2017 | $229,000 | +8.0% | 3,293 | +1.7% | 0.23% | +4.1% |
| Q1 2017 | $212,000 | – | 3,239 | – | 0.22% | – |
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% |